ELMSEC S HE RIENTAL 5 CONNAUGHT OAD ENTRAL ... - Aetas …aetas-global.com/pdf/Glossy for Presenters...

HELMSEC’SANNUAL MINING

FORUM 2011

SYDNEY | MELBOURNE | HONG KONG | SINGAPORE

THE MANDARIN ORIENTAL

5 CONNAUGHT ROAD, CENTRAL

HONG KONG

THURSDAY, 24TH MARCH 2011


TABLE OF CONTENT

PG

FORUM SCHEDULE 3

INDIVIDUAL COMPANY INFORMATION SHEETS

ALPHABETIC BY COMPANY

8

HELMSEC STAFF AT THE CONFERENCE 50

WHO WE ARE – THE PAN-ASIAN MINING INVESTMENT HOUSE 52

HELMSEC’S GLOBAL NETWORK & RECENT TRANSACTION 53

DIRECTORY & CONTACTS 54

This Helmsec Global Markets Limited and Helmsec Global Capital Limited (Individually and collectively “Helmsec”) publication is intended for the use of licensed Investment professionals. Past performance is not a reliable indicator of future performance.

Any express or implied recommendations or advice presented in this document is limited to “General Advice” and based solely on consideration of theinvestment and/or trading merits of the financial product(s) alone, without taking into account the investment objectives, financial situation andparticular needs of any particular person. Before making an investment decision based on the recommendations of advice, the reader must considerwhether it is personally appropriate in light of his or her financial circumstances or should seek further advice in its appropriateness.

Disclaimer:

This document is only intended to provide background information and does not purport to be complete and/or to contain all the information that aninvestor may consider when making an investment decision. This document is not an offer, invitation, solicitation or recommendation with respect to thesubscription for, purchase or sale of any securities. This note does not form the basis of any contract or commitment. Helmsec and its respective affiliates,agents, officers or employees make no recommendation as to whether you should participate in any securities in any Company referred to in thisdocument (Company) nor do they make any recommendation or warranty to you concerning any Company an/or the accuracy, reliability or completenessof the information provided herein and/or the performance of any Company. The directors of Helmsec advise that they and persons associated with themmay have an interest in securities in the Company and may earn fees from the Company. This note has been distributed in confidence and may not bereproduced or disclosed to any other person. Except for any liability which cannot be excluded, Helmsec disclaims all liability for any error or inaccuracyin, or omission from the information contained in this document or any loss or damage suffered, directly or indirectly by the reader or any other person asa consequence of relying upon the information.

2


FORUM SCHEDULE

THURSDAY 24TH OF MARCH 2011

8:45 AM WELCOME ADDRESS & REGISTRATION

9:00 AM – 12:30 PMONE ON ONE MEETING SESSIONS

MORNING TEA WILL BE SERVED

12:30 PM – 1:30 PM BREAK FOR LUNCH – LUNCH WILL BE SERVED – MENU AVAILABLE UPON REQUEST

1:30 PM – 5:00 PMONE ON ONE MEETING SESSIONS

AFTERNOON TEA WILL BE SERVED

5:15 PM WRAP UP WITH TONY LETHLEAN

6:30 PMGUESTS TO THE LAMMA ISLAND DINNER TO MEET IN THE FOYER OF THE MANDARIN ORIENTAL

– BUS TRANSPORT TO ABERDEEN AND JUNK BOAT OVER TO LAMMA ISLAND

BUS WILL COLLECT GUESTS FROM THE HOTEL EAST LOBBY

7:30 PM DINNER: LAMMA ISLAND

THE JUNK BOAT WILL COLLECT ALL GUESTS FROM LAMMA ISLAND WHERE A BUS WILL BE WAITING AT ABERDEEN TO TAKE

GUESTS TO WAN CHAI

3


FORUM SCHEDULE

FRIDAY 25TH OF MARCH 2011

11:30 AM

THE DEUTSCHE BANK LONG LUNCH –BUS WILL COLLECT GUESTS FROM THE HOTEL EAST LOBBY

VENUE: IRCADDRESS: 63 CAROLINE HILL, SO KON PO

3 COURSE LUNCH AND FREE FLOW WINE, BEER AND SOFT DRINKS

SURPRISE THEME AND PLENTY OF ENTERTAINMENT

4:30 PM START

HONG KONG SEVENS

VENUE: HONG KONG STADIUM, ADDRESS: EASTERN HOSPITAL RD, HONG KONG

YOUR RUGBY PASS INCLUDES THE FOLLOWING: ENTRY INTO THE HELMSEC CORPORATE BOX –BEVERAGES AND FOOD INCLUDED

9:30 PMDINNER AT THE AMERICAN PEKING

20 LOCKHART ROAD WAN CHAI, HONG KONG

RUGBY SCHEDULE FRIDAY 25TH OF MARCH 2011

4

1 16:30 AUSTRALIA VS ZIMBABWE

2 16:52 SOUTH AFRICA VS SPAIN

3 17:14 FIJI VS MALAYSIA

4 17:36 SAMOA VS MEXICO

5 17:58 ENGLAND VS CHINA

6 18:20 NEW ZEALAND VS KOREA

7 18:42 ARGENTINA VS CANADA

8 19:04 WALES VS HONG KONG

19:26 WOMEN'S FINAL

9 19:54 KENYA VS RUSSIA

10 20:16 SCOTLAND VS TONGA

11 20:38 USA VS JAPAN

12 21:00 FRANCE VS PORTUGAL


FORUM SCHEDULE

SATURDAY 26TH OF MARCH 2011

10:30 AM START

HONG KONG SEVENS



ALL GUEST TO MAKE THEIR OWN WAY TO THE RUGBY – PLEASE NOTE THAT ROADS AROUND THE STADIUM

WILL BE BLOCKED OFF

7:30 PM DINNER - VENUE TO BE CONFIRMED

5

RUGBY SCHEDULE SATURDAY 26TH OF MARCH 201113 10:30 Argentina VS Zimbabwe14 10:52 Wales VS Spain15 11:14 Kenya VS Malaysia16 11:36 Scotland VS Mexico17 11:58 USA VS China18 12:20 France VS Korea19 12:42 Australia VS Canada20 13:04 South Africa VS Hong Kong21 13:26 Fiji VS Russia22 13:48 Samoa VS Tonga23 14:10 England VS Japan24 14:32 New Zealand VS Portugal25 14:54 Canada VS Zimbabwe26 15:16 Hong Kong VS Spain27 15:38 Russia VS Malaysia28 16:00 Tonga VS Mexico29 16:22 Japan VS China30 16:44 Portugal VS Korea31 17:06 Australia VS Argentina32 17:28 South Africa VS Wales33 17:50 Fiji VS Kenya34 18:12 Samoa VS Scotland35 18:34 England VS USA36 18:56 New Zealand VS France


FORUM SCHEDULE

SUNDAY 27TH OF MARCH 2011

RUGBY SCHEDULE SUNDAY 27TH OF MARCH 2011

6

9:00 AM START

HONG KONG SEVENS



ALL GUEST TO MAKE THEIR OWN WAY TO THE RUGBY – PLEASE NOTE THAT ROADS AROUND THE STADIUM

WILL BE BLOCKED OFF

37 09:00 Shield -Quarter Final38 09:22 Shield -Quarter Final39 09:44 Shield -Quarter Final40 10:06 Shield -Quarter Final41 10:28 Bowl - Quarter Final42 10:50 Bowl - Quarter Final43 11:12 Bowl - Quarter Final44 11:34 Bowl - Quarter Final45 11:56 Cup - Quarter Final46 12:18 Cup - Quarter Final47 12:40 Cup - Quarter Final48 13:02 Cup - Quarter Final

13:26 March Past49 14:03 Shield - Semi Final50 14:25 Shield - Semi Final51 14:47 Bowl - Semi Final52 15:09 Bowl - Semi Final53 15:31 Plate - Semi Final54 15:53 Plate - Semi Final55 16:15 Cup - Semi Final56 16:37 Cup - Semi Final

16:59 Entertainment57 17:17 Shield Final

58 17:47 Bowl Final

59 18:17 Plate Final

60 18:47 Cup Final

19:13 Cup PresentationClosing Celebration

SYDNEY | MELBOURNE | HONG KONG | SINGAPORE 7

Company: Adamus Resources Limited

ASX Code: ADU

Share Price: A$0.70

Shares currently on issue: 448.3 million

Performance Share Rights: 4.8 million

Options currently on issue: 3.4 million

Market Capitalisation: A$313.8 million

52-week low/high: A$0.40 - A$0.895

Nzema Gold Project:

(ADU 90%, Gov. 10%)

Nzema Production

Plant:

Ongoing exploration:

Located in Ashanti Gold Belt, Ghana

First gold poured on 17 January 2011

Full-scale production of 100kozs pa expected by April 2011

10 year mine life, based on current reserves:

• JORC Reserve: 16.5Mt @ 2 g/t for 1.07Moz Au

o 83% Proven (BFS, June 2009)

• JORC Resource: 37.2Mt @ 1.78 g/t for 2.1Moz Au

o 85% Measured & Indicated (BFS, June 2009)

Construction of plant completed on time and on-budget

• 12- month build time

• Overall capex was US$115m (budgeted US$116m)

• Of the US$70m Macquarie debt facility available, US$60m has been drawn

LOM cash cost of ~ US$475 - 525/oz

Gold hedge to Macquarie Bank:

• 290kozs @ US$1,075/oz

• Repayable over 5.5 years, ~ 50% of production per year

Mineral resource upgrade expected in mid-2011

14 gold oxide exploration targets within 5-10km of Nzema production plant (ie; ‘trucking’ distance)

Potential to develop additional satellite deposits

Key targets involve:

• Open-pit, oxide ore

• Sulphide ore, underneath the Salman trend oxide layer:

o Metallurgical testwork currently being undertaken

o Scoping study commenced Feb 2011

o Alternative options available

PROJECT HIGHLIGHTS

COMPANY OVERVIEW

COMPANY DETAILS

Adamus Resources Limited (ASX.ADU) is a gold producer with an operating mine in Ghana. The recently commissioned Nzema Gold Project, the newest mine within theworld-class Ashanti Gold Belt, began production in January 2011, on-budget and ahead of schedule and expects gold production of 100kozpa for >10 years, at a LOM cashcost of ~US$500/oz. Mining at initial open pits ‘Nugget Hill’ ,‘Teberu’ and ‘Salman’ has already commenced. ADU is advancing the Salman South reserve to mining stage toadd to its mining schedule flexibility, whilst also continuing exploration activities. The Company’s 2011 Exploration program is targeted at identifying additional oxideounces as well as progressing the Company’s Sulphide Project Study. The Salman Village resettlement is also proceeding on-track, and expected to be completed in thesecond half of 2011.

Peter Rowe, Non-Executive Chairman

• A mining focused engineer with international experience gained over a 35 year career, based mainly in

Australia and South Africa.

• Former Project Director of the Kalgoorlie Super Pit expansion, GM Newmont’s Boddington Gold Mine in

West Australia and CEO of Anglogold Ashanti Aust

Mark Connelly, Managing Director and CEO

• Over 23 years experience in senior management positions for global mining companies, mostly at

Newmont Mining and Inmet Mining Corporation

• Several additional years offshore gold mine development experience in Canada, USA, Ghana and Turkey

Adriaan (Attie) Roux, General Manager

•Attie is an Extraction Metallurgist with 35 years experience managing operations in the mining industry.

•He has spent most of his career with the Anglo American group of companies in the Gold and Uranium

division, AnglogoldAshanti, and De Beers diamonds.

KEY BOARD AND MANAGEMENT

CURRENT RESOURCE AND RESERVE INVENTORY

DEC 2009 MAR 2010

NZEMA’S MAIDEN GOLD POUR – JANUARY 2011

AUG 2010 FEB 2011

SHARE PRICE PERFORMANCE

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ADAMUS RESOURCES LIMITEDINFORMATION SHEET

MARCH 2011

Hotopo, Kanyankaw, Tumentu, Bernard, Abosso, Atome

Avrebo, Aliva, Akropon, Nfutu

Anwia, Bokrobo, Salman Sulphide

SalmanTrend

Grass Roots Exploration

Advanced Exploration

Development Projects

Mines

Short TermMid Term

WOR

KPR

OGRA

M20

1120

12

NZEMA GOLD PROJECT – PROCESSING PLANT AND FACILITIESEXPLORATION & PROJECT PIPELINE FOR FUTURE GROWTH

OXIDE EXPLORATION TARGETS

CONTACTS

ADAMUS RESOURCES LIMITEDINFORMATION SHEET

MARCH 2011

Disclaimer: This note is issued in Hong Kong by Helmsec Global Markets Limited and in Australia by Helmsec Global Capital Limited (individually and together “Helmsec”). This note is only intended to provide background information onthe Company described in the note (Company) and does not purport to be complete and/or to contain all the information that an investor may consider when making an investment decision. This note is not an offer, invitation,solicitation or recommendation with respect to the subscription for, purchase or sale of any securities. This note does not form the basis of any contract or commitment. Helmsec makes any recommendation as to whether you shoulddeal in any securities in the Company or makes recommendation, representation or warranty to you concerning the Company and/or the accuracy, reliability or completeness of the information provided herein and/or the performanceof the Company. Helmsec, their respective directors and persons associated with them may have an interest in securities in the Company and may earn fees from the Company. This note has been distributed in confidence and may notbe reproduced or disclosed to any other person.

Helmsec Global Markets Limited1101 Queens Place, 74 Queens Road,Central, Hong Kong SAR, China

Peter Hyland, Executive Director, Tel: +852 2524 4004 Mob: +852 9307 1934 Email: [email protected] Offer, Executive Director, Tel: +65 6536 0305 Mob: +65 9367 2841 Email: [email protected]

Helmsec Global Capital LimitedLevel 17, 15 Castlereagh StreetSydney, NSW 2000, Australia

Nick Dacres-Mannings, Director, Tel: +61 2 9993 4447 Mob: +61 411 239 535 Email: [email protected] Lethlean, Director, Mob +61 419 600 465 Email: [email protected]

COMPANY OVERVIEW

INVESTMENT HIGHLIGHTS

Aquarius Platinum Limited (Aquarius or the Company) is an African focused platinum group metals (PGMs) mining company listed on the ASX, the JSE and theLSE. The Company is the fourth largest primary PGMs producer globally, and is forecasting attributable production of c.530,000 4E (Pt, Pd, Rh & Au) oz in FY2011.

Aquarius has interests in seven PGM operations based in South Africa and Zimbabwe. The Company’s flagship project, the Kroondal Mine, is one of the mostefficient PGM producers in the world and currently represents 48% of the Company’s attributable production. Aquarius also has another three operating minesin southern Africa and a further mine in re-development. The Company also has a strong growth profile, with a pipeline of near-term projects underdevelopment and an active exploration program.

CORPORATE SNAPSHOT

ASX CODE AQP.AX

Share price (as at 17/3/11) A$5.37

Ordinary Shares currently on issue 463 million

Unlisted Options currently on issue 0.5 million

Market capitalisation (as at 17/3/11) A$2,486.3 million

Cash (as at 31/12/10) US$368.5 million

Nicholas T SibleyNon Exec. Chairman

Former chairman Wheelock Capital and Barclays de Zoete Wedd (Asia Pacific)

Former MD of Jardine Fleming Holdings and Barclays de Zoete Wedd

Currently a director of TanzaniteOne and Corney & Barrow Group

Stuart A MurrayCEO

Qualified chemical engineer and ex-Impala Platinum Holdings Ltd

Board member on several Aquarius subsidiary companies

Aquarius CEO from 2001

David DixNon Exec. Director

Barrister and solicitor in High Court of Aust.

Ex-Shell Australia, and 16 years in corporate advisory with Macquarie and UBS

Tim FreshwaterNon Exec. Director

Vice Chairman Goldman Sachs Asia

Solicitor in UK and HK with over 35 years experience in Asian markets

G. Edward HaslamNon Exec. Director

Ex-director and CEO of Lonmin plc

Current chairman of Talvivaara plc and Namakwa Diamonds Ltd

Zwelakhe MankazanaNon Exec. Director

Executive Director of Savannah Resources (Aquarius’ BEE partner)

Board member of Nokia Siemens networks in South Africa

Kofi MornaNon Exec. Director

Executive Director of Savannah Resources (Aquarius’ BEE partner)

Ex-IFC, Gemini Consulting and Schlumberger Oilfield Services

Sir William PurvesSenior Ind. Non Exec Director

Former CEO of Shanghai Banking Corp (now HSBC) and Chairman of Midland Bank

Former member HK Executive Council

BOARD OF DIRECTORS

Portfolio of 7 PGM operations in production

Fourth largest PGM producer in the world

Operates Kroondal Mine, one of the largest platinum mines in the world

Forecast attributable production from all operations of c.530,000 4E oz in FY2011 (c. 930,000 oz in total)

Strong track record operating in southern Africa

Low cost operations One of the lowest cost producers in the world

Pipeline of growth projects Forecast production growth of 60% from FY2010

Modest capex requirements and potential to extend mine lives

Active exploration program

Strong financial position Cash at 31 December of US$368 million

Mine operating cash flows of US$47.1 million for HY2011

Exemplary safety record Lost time injury frequency rate significantly below industry average

FY2010 HY2011

Revenue US$472.2 million US$336.1 million

Mine EBITDA US$175.5 million US$93.1 million

Adjusted Net Profit US$62.1 million US$94.3 million

Dividend US$0.06 US$0.04

EPS US$0.13 US$0.20

Mine operating cash flow US$94.0 million US$47.1 million

SUMMARY FINANCIALS


PRODUCTION FY2010 (attributable production of 422,645 4E oz)

57%

32%

9%

2%

Platinum Palladium Rhodium Gold

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AQUARIUS PLATINUM LIMITEDINFORMATION SHEET

March 2011

ATTRIBUTABLE MINERAL RESOURCES AND RESERVES – 30 JUNE 2010

Mineral Resources

Project Mt g/t Moz Mt g/t Moz Mt g/t Moz Mt g/t Moz Mt g/t Moz

Kroondal Mine (UG2) 15.6 5.8 2.9 2.4 6.2 0.5 0.2 6.6 0.0 18.2 5.9 3.4

Townlands Prospect (UG2) 1.4 6.2 0.3 0.1 6.9 0.0 0.1 6.5 0.0 1.6 6.3 0.3

Marikana Mine (UG2) 7.1 5.4 1.3 8.3 4.9 1.3 2.1 4.1 0.3 17.5 5.0 2.8

Everest Mine (UG2) 15.3 3.7 1.8 13.1 3.3 1.4 5.8 2.7 0.5 34.2 3.4 3.7

Everest Wesrern Resource - Sterkfontein (UG2) 13.0 3.5 1.5 13.0 3.5 1.5

Everest Southern Resource - Hoogland (UG2) 2.7 3.2 0.3 3.9 2.7 0.3 6.6 2.9 0.6

Everest North - Vygenhoek (UG2) 2.8 5.1 0.5 2.8 5.1 0.5

Chieftains Plain (UG2) 115.0 5.7 21.1 115.0 5.7 21.1

Chieftains Plain (Merensky) 85.0 4.3 11.8 85.0 4.3 11.8

Walhalla (UG2) 185.0 5.7 33.9 185.0 5.7 33.9

Walhalla (Merensky) 135.0 4.3 18.7 135.0 4.3 18.7

Blue Ridge (UG2) 14.9 3.3 1.6 18.7 3.1 1.9 7.1 3.2 0.7 40.7 3.2 4.2

Sheba's Ridge (PGE's) 200.2 0.9 5.6 143.0 1.0 4.4 1.0 0.9 0.0 344.3 0.9 10.0

Mimosa - South Hil l (MSZ) 19.2 4.0 2.5 17.4 3.4 1.9 3.5 3.9 0.4 3.3 3.7 0.4 43.3 3.7 5.2

Mimosa - North Hil l (MSZ) 24.3 3.6 2.8 24.3 3.6 2.8

Total Resources 276.4 1.8 16.4 205.7 1.8 11.6 581.0 4.9 92.0 3.3 3.7 0.4 1,066.4 3.5 120.4

Mineral Reserves

Project Mt g/t Moz Mt g/t Moz Mt g/t Moz Mt g/t Moz Mt g/t Moz

Kroondal Mine (UG2) 23.6 2.9 2.2 3.5 3.2 0.4 27.1 2.9 2.5

Marikana Mine (UG2) 0.6 4.5 0.1 7.8 3.3 0.8 0.4 5.3 0.1 5.7 3.2 0.6 14.5 3.4 1.6

Everest Mine (UG2) 13.5 3.0 1.3 7.4 2.9 0.7 20.9 3.0 2.0

Blue Ridge (UG2) 10.9 2.8 1.0 0.9 2.8 0.1 11.8 2.8 1.1

Mimosa - South Hil l (MSZ) 7.8 3.7 0.9 9.0 3.2 0.9 16.7 3.4 1.8

Total Reserves 0.6 4.5 0.1 63.6 3.0 6.2 0.4 5.3 0.1 26.4 3.1 2.6 91.0 3.1 9.0

Proven - Opencast Proven - Underground Probable - Opencast Probable - Underground Total

Measured Indicated Inferred Inferred Oxides Total

KROONDAL UNDERGROUND MINE

Flagship operation FY2010 attributable production of 204,285 PGM oz equating to 48% of group attributable production

Total attributable resources of 3.44m 4E oz and total attributable reserves of 2.52m 4E oz

Key stats Location: 120km NW of Johannesburg, on the western limb of the Bushveld Complex ,North West Province, South Africa

Ownership: 50:50 pool and share agreement between Aquarius and Anglo Platinum

Management: Aquarius

Commencement: 1998

Operations: Underground to a depth of 400m via 4 decline sections, 2 concentrator plants with combined monthly capacity of 570kt

Refining: Offtake agreement with Anglo Platinum

Employees: 4,530 including 4,508 contractors

ATTRIBUTABLE PRODUCTION GUIDANCE (4E oz)

LOCATION OF OPERATIONS

AQUARIUS PLATINUM LIMITEDINFORMATION SHEET

March 2011

Disclaimer: This note is issued in Hong Kong by Helmsec Global Markets Limited and in Australia by Helmsec Global Capital Limited (individually and together “Helmsec”). This note is only intended to provide background information onthe Company described in the note (Company) and does not purport to be complete and/or to contain all the information that an investor may consider when making an investment decision. This note is not an offer, invitation,solicitation or recommendation with respect to the subscription for, purchase or sale of any securities. This note does not form the basis of any contract or commitment. Helmsec makes any recommendation as to whether you shoulddeal in any securities in the Company or makes recommendation, representation or warranty to you concerning the Company and/or the accuracy, reliability or completeness of the information provided herein and/or the performance ofthe Company. Helmsec, their respective directors and persons associated with them may have an interest in securities in the Company and may earn fees from the Company. This note has been distributed in confidence and may not bereproduced or disclosed to any other person.





Bathurst Resources Limited is an ASX listed coal company focused on the development of the Buller Coking Coal Project in the West Coast region of New Zealand.Bathurst has the option to acquire the Buller Project from L&M Coal. The Buller Project is located in a known coal region that has had significant previous miningand exploration. Bathurst is currently finalising the DFS on its initial 1Mtpa coking coal mine. Production is expected to expand to 2Mtpa in the near term and to4Mtpa in the medium term. Bathurst has received commitments from rail, port and power providers and is on track to commence production in 4Q 2011.

COMPANY DETAILS INVESTMENT HIGHLIGHTS

COMPANY OVERVIEW

Company: Bathurst Resources Limited (BTU.ASX)

Share Price (17/3/11): A$1.02

Shares currently on issue: 613 million

Market Capitalisation (17/3/11): A$622m

Cash at bank (as at 31/12/10): A$72.8m

52-week low/high: A$1.02-A$1.22

BOARD AND MANAGEMENT

Craig Munro – Non-Executive Chairman

Over 30 years experience in mining consulting, executive and director roles.

Previously with Anvil Mining, Aquarius Platinum and Gold Mines of Australia.

Hamish Bohannan – Managing Director

Over 30 years of achievement in mining and processing operations.

Former MD of Braemore Resources and Gallery Gold, COO of IAMGold and GM of WMC Resources, Australian Resources and Cyprus Gold Australia.

Gerry Cooper – Executive Director

Over 25 years experience in Marine, Power Generation and Mining.

Previously held senior positions at Braemore Resources, Gallery Gold, IAMGold, Iluka Resources and Ashanti Gold.

Rob Lord – Non-Executive Director

Over 20 years of senior management and marketing experience; including

Formerly Managing Director of Gloucester Coal, Executive VP at Norske Skog.

Malcolm Macpherson – Non-Executive Director

Over 35 years of experience as a geologist in the resources industry; and

Ex-CEO of Iluka and served on Minerals Council of Australia

DISCLAIMER & DISCLOSURE OF INTEREST see over

Hard Coking Coal Project

Project Highlights

Production Schedule

Coal Quality & Marketing

Licensing

Eastern Resources

Acquisition

Developing the Buller coal project in New Zealand

Premier New Zealand coking coal district

JORC Resource: 72.8 million tonnes

- Underpinning 25 years mine life @ 2Mtpa

Exploration Target: 90-120 million tonnes

- to be proven up during 2011

Open cast mining with LOM strip ratio of 8:1

Blast, load and haul simple operation

Coal processing plant to be built on site

Rail, port, power and infrastructure in place

DFS results confirm strong project economics

Low CAPEX: US$57m for 1Mtpa production rate

- Minimal CAPEX for ramp up to 2Mtpa

Good operating margins: US$103/t FOB opex

- Opex from 2Mtpa onwards is ~US$84/t FOB

Commencement 4Q 2011 at 0.65Mtpa -> 1Mtpa (2012)

Increasing to 2Mtpa (2013) and 4Mtpa if North Buller commences production (post 2015)

LOM: 85% coking coal and 15% semi-soft/thermal coal

Very high fluidity (>10,000ddpm), swell and fixed carbon

Low ash, sulphur and phosphorus

Highly sought after as blending product (coal sweetener)

Demands 10-15%premium to benchmark pricing

1st offtake with Stemcor signed

- Financing provided in form of coal loan

- Bathurst to earn premium on final product

Further offtake discussions taking place

Escarpment Mining Permit received

Exploration License Extension granted

Overseas Investment Office Approval granted

Environmental Consent and Access Arrangements expected in 2H 2011

Strategic acquisition of Buller assets adjoining Escarpment

Total acquisition cost circa US$35m

Immediate access to highly experience personnel

Whareatea West hosts 25.7Mt of Hard Coking Coal


TIMELINE Jul 10 Aug 10 Sept 10 4Q 10 1Q 11 2Q 11 3Q 11 4Q 11 2012 2013 2014 2015

DFS Draft DFS Peer Review

Approvals Mining Environmental

Off-take Stemcor Phase 2

Detailed Engineering

Construction

Saleable Coal (Mt) 51 359 1,100 1,750 2,000

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BATHURST RESOURCES LIMITEDINFORMATION SHEET

MARCH 2011

REASONS TO INVEST

Strong outlook for coking coal

Near term mid-tier coking coal producer

Very high quality hard coking coal attracting premium pricing

Port and rail infrastructure in place

Low CAPEX and high margin coking coal producer

Significant production and exploration upside

COAL RESOURCE & RESERVES

BULLER PROJECT

STATUS PROSPECT RESOURCE (MT) TOTAL (MT)MEASURED ESCARPMENT 3.8

DEEP CREEK 6.2WHAREATEA WEST 18.0 28

INDICATED ESCARPMENT 1.6DEEP CREEK 3.1

NORTH BULLER 4.8BLACKBURN 10.8

MILLERTON NORTH 4.3WHAREATEA WEST 7.7 32.3

INFERRED ESCARPMENT 1.9NORTH BULLER 9.0

DEEP CREEK 1.6 12.5TOTAL JORC RESOURCE 72.8

EXPLORATION TARGET MILLERTON 5 – 9EXPLORATION TARGET DENNISTON 16 – 35 21 – 44

TARGET RESOURCE ~90 - 1203

STATUS PROSPECT RESOURCE (MT) TOTAL (MT)PROVED (ROM) Escarpment 3.5

Deep Creek 5.8 9.3PROBABLE (ROM) Escarpment 0.5

Deep Creek 2.7 3.2TOTAL RESERVE 12.6

PROVED (ROM) Escarpment 2.3Deep Creek 5.1 7.4

PROBABLE (ROM) Escarpment 0.4Deep Creek 2.4 2.8

TOTAL RESERVE 10.2

PROJECT ECONOMICS

FOB OPEX 1Mtpa US$103/t

Ramp up to: 2Mtpa

Mining & Processing costs US$51/t

Rail & Port Costs US$33/t

Total US$84/t

CAPEX Pre-strip US$14.5m

Wash plant US$18.5m

Slurry systems US$21.5m

Mine infrastructure & other US$2.5m

Deep Creek Infrastructure US$7.1m

Contingency US$5.1m

Total US$64.1m

South Buller

North Buller

Wash Plant

Coal Drying Plant10km rail

Load

INFRASTRUCTURE FLOWSHEET

Panamax

Port of Westport

Port Taranaki

Transship

11km Pipeline

Escarpment

Deep Creek

Blackburn

Seddonville

Millerton

Banbury & Burnetts Face

Western Plateau

Mining

Port LytteltonLoad

380 km Rail

Whareatea West

Fixed Carbon 58.9% Inherent Moisture (adb) 1.1%

Max Fluidity (ddpm) >10,000 Volatile Matter (adb) 37%

Phosphorus 0.014% FSI 9+

Ash (adb) 3-5% CV (adb) (kcal/kg) 8,238

Total Sulphur 0.7% Base acid ratio 0.13

COAL QUALITY

BATHURST RESOURCES LIMITEDINFORMATION SHEET

MARCH 2011







COMPANY OVERVIEW


Bass Metals Limited (Bass or Company) is an ASX-listed base metals production and exploration company, with operations based in Tasmania, Australia. TheCompany’s Fossey underground mine commenced production in February 2011, and is targeting ore production over the next 2 years of 450-500ktpa producinghigh grade zinc, lead and precious metals concentrates through its 100% owned processing plant, generating positive cash flows for the Company.

Bass also has a significant existing gold-silver and base metal resource inventory, including a 2Moz gold (eq) resource, and a number of highly prospectiveexploration areas. The Company’s strategy is to develop these assets over the next 3-5 years to support the cash flows from its mining operations, with theobjective to become a prominent mid-tier base and precious metals miner.

CORPORATE SNAPSHOT

ASX CODE BSM.AX


Ordinary Shares currently on issue 186.4 million


Market capitalisation (as at 17/3/11) A$67.1 million

Cash (as at 31/12/10) A$9.7 million

Don BoyerNon-exec Chairman

Qualified geologist with over 40 years experience in gold and base metals exploration and management of resources projects

Founding director of Bass

Mike RosenstriechManaging Director

Qualified geologist with 13 years experience with Homestake Mining, Dominion Mining and Consolidated Gold

Additional finance background having spent 6 years with Rothschild as part of its resource finance team

Together with Don Boyer acquired current assets and took Bass to IPO in Oct. 2005

Craig McGownNon-exec Director

Over 35 years experience in corporate finance, M&A and equity capital markets with RFC and DJ Carmichael

Founding Bass Director

Tony TreasureNon-exec Director

Qualified geologist with over 35 years experience

Currently director and CEO of Metals Finance Corp

Brian BurdettGeneral Manager -Operations

45 years experience specialising in mineral processing and process engineering

Last 25 years at senior management level including 5 years at Savage River Mine as GM

Victor RajasooriarGroup Mining Engineer

Mining engineer with over 15 years experience in open pit and underground operations

Ex-Gold Fields Ltd (Mining Operations Manager), Grange Resources and Newmont Mining

BOARD AND MANAGEMENT LOCATION OF PROJECTS

Fossey (Zn-Pb-Au-Cu) Underground Mine

Production commenced 11 February 2011

Producing a suite of base and precious metal concentrates

Forecast ore production of 450-500ktpa with forecast EBIT of A$40m p.a1

1.1Mt reserves at Fossey with further 2.1Mt similar resources to add to mine life

1.5mtpa processing mill operating on a campaign basis

Fossey East JORC resource 650kt JORC Indicated resource announced 28 February 2011

To be mined as an extension of existing Fosseyoperation

Gold Recovery Study Existing gold (eq) resource of 2Moz

Potential ‘company maker’

Tailings Retreatment Study Substantial resources of 9Mt at 0.3% copper, 2.8% lead, 2.5% zinc

Record of historic production from 2006-08

Further exploration upside Extensive exploration area in highly mineralised Volcanic Massive Sulphide terrain

Experienced Management Team

Qualified team with extensive mix of geological, mining and financial backgrounds

1Source: Bass Management

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BASS METALS LIMITEDINFORMATION SHEET

March 2011

FOSSEY UNDERGROUND MINE EXPLORATION UPSIDE – EXTENSIVE EXPLORATION AREA

UPSIDE FROM EXISTING RESOURCES

BASS METALS JORC RESOURCES – (as at 9 March 2011)

Gold Recovery Study 2Moz gold (eq) resources in 2 resource areas

DFS scoping study in progress with initial results due in April 2011

Target production of 130koz gold (eq) p.a. for 7-10 years

Potential ‘Company Maker’

Tailings Re-treatment Study Objective to produce concentrates from tailings resources

Testwork in progress with initial results due May 2011

Targeting additional production of 10-15ktpa of Zn and Pbconcentrates

Underground Mining Operation

Underground mine producing 450-500ktpa ROM

1.5Mtpa capacity mill commissioned February 2011 running on a campaign basis

Producing Zn, Pb and Cu-Ag-Au concentrates

Truck 92km to port with 2 years of off take secured

Phase 1 1.1Mt reserve provides for 2 year mine life

Lowest quartile cost curve operation

Forecast EBIT of A$40m pa.1

Phase 2 Underground mine extension to Fossey East resource planned

Additional mining planned from existing Que River and Hellyerresources

Phase 2 will extend mine life a further 3 years, with upside from ongoing exploration anticipated to extend mine life beyond 2016

1Source: Bass Management

Location JORC classification Zone kt Copper (%) Lead (%) Zinc (%) Silver (g/t) Gold (g/t)

Indicated 690 0.4 6.1 10.4 143 2.5 Inferred 110 0.3 4.3 7.4 106 2.1 Total 800 0.4 5.8 9.9 137 2.5 Indicated BMS/Bari te 170 0.4 4.4 9.4 75 1.7 Inferred BMS/Bari te 450 0.1 1.1 2.2 44 1.3 Inferred Stringer 30 0.1 1.2 2.7 22 0.7 Total 650 0.2 2.0 4.1 51 1.4 Indicated 640 0.4 4.0 6.8 83 1.3 Inferred 110 0.2 4.9 8.1 107 1.5 Total 750 0.3 4.1 7.0 87 1.3 Measured Cu Zone 60 1.7 0.7 2.1 69 0.3 Indicated Cu Zone 260 1.9 1.6 4.3 68 0.3 Indicated Pb-Zn Zone 160 0.2 3.8 6.5 96 1.2 Inferred Cu Zone 60 2.5 0.2 0.6 33 0.2 Inferred Pb-Zn Zone 140 0.3 4.2 7.4 104 1.2 Total 680 1.2 2.5 5.0 79 0.7 Measured 60 1.7 0.7 2.1 69 0.3 Indicated 1,920 0.6 4.1 7.1 97 1.5 Inferred 900 0.3 2.4 4.3 67 1.3 Total 2,880 0.5 3.7 6.7 91 1.5

Measured 4,900 0.2 3.1 2.8 105 2.7 Indicated 2,500 0.2 3.0 2.6 104 2.6 Inferred 2,100 0.2 2.9 1.7 103 2.4 Total 9,500 0.2 3.0 2.5 104 2.6 Indicated 1,900 0.7 36 1.2 Inferred 4,200 0.4 35 1.2 Total 6,100 0.5 36 1.2

Polymetallic Sulphide Resources (5% Pb + Zn cut-off)

Other ResourcesHellyer Tailings

Mt Charter

Fossey

Fossey East (no cut-off applied)

Hellyer Remnants

Que River

Total

Disclaimer: This note is issued in Hong Kong by Helmsec Global Markets Limited and in Australia by Helmsec Global Capital Limited (individually and together “Helmsec”). This note is only intended to provide background information on the Company described inthe note (Company) and does not purport to be complete and/or to contain all the information that an investor may consider when making an investment decision. This note is not an offer, invitation, solicitation or recommendation with respect to thesubscription for, purchase or sale of any securities. This note does not form the basis of any contract or commitment. Helmsec makes any recommendation as to whether you should deal in any securities in the Company or makes recommendation,representation or warranty to you concerning the Company and/or the accuracy, reliability or completeness of the information provided herein and/or the performance of the Company. Helmsec, their respective directors and persons associated with them mayhave an interest in securities in the Company and may earn fees from the Company. This note has been distributed in confidence and may not be reproduced or disclosed to any other person.




Simon Kidston, Director, Tel: +61 2 9993 4443 Mob: +61 414 785 009 Email: [email protected] Francis, Senior Analyst, Mob +61 409 547 086 Email: [email protected]

BASS METALS LIMITEDINFORMATION SHEET

March 2011

Grosvenor West Project 92Mt JORC coking coal deposit

Additional 30-45Mt of Exploration Targets

Adjacent to existing rail, road and power infrastructure

Near-term development asset with potential for open-cut operations

Exploration upside Further Exploration Targets of 450-520Mt at Mabbin Creek

Over 3,600km2 of prospective exploration area in some of Queensland’s key coal bearing basins

Aggressive development program

3 drilling rigs secured with 24/7 drilling program scheduled

Over 160km of seismic lines planned over Mabbin Creek prospective exploration areas

Negotiations for infrastructure access continuing, with water infrastructure secured

Longer term strategy for integrated multi-mine operation

Experienced management team

Mitch Jakeman, Managing Director with over 35 years experience in the coal sector with BHP, Shell Coal, Rio Tinto and Anglo Coal Australia


COMPANY OVERVIEW


Carabella Resources Limited (Carabella or Company) is a coal exploration and development company. It currently holds interests in a portfolio of 7 coalexploration tenements. These tenements cover a total exploration area of approximately 3,606km2 in the Bowen, Mulgildie, Clarence-Moreton and EromangaBasins in Queensland, Australia.

The Company is focused on its flagship coking coal Tenement, Mabbin Creek. Mabbin Creek is located adjacent to a number of world class coking coal mines inthe Northern Bowen Basin. Exploration activities to date have identified the Company’s maiden JORC resource of 92Mt of coking coal at the Grosvenor Westprospect at Mabbin Creek. This is comprised of 22Mt Indicated and 70Mt of Inferred resources, with a further exploration target of 30-45Mt. The Board hasalso identified additional exploration targets totalling potentially 450-520Mt in the Mabbin Creek tenement area.

CORPORATE SNAPSHOT

ASX CODE CLR.AX




Market capitalisation (as at 17/3/11) A$235 million


TENEMENT PORTFOLIO

Area Name Status Basin Prospective Coal type

Area (km2)

Mabbin CreekEPC 1069

Granted Bowen Basin Coking coal 929

BluffEPC 2121

Application Bowen Basin PCI coal 44

BurnettEPC 11751 Application

Mulgildie Basin

Thermal coal 594

MaroonEPC 2120

ApplicationClarence-Moreton Basin

Thermal coal 184

Barney ViewEPC 1249

GrantedClarence-Moreton Basin

Thermal coal 15

Beecha CreekEPC 2124

ApplicationEromanga Basin

Thermal coal 920

PingineEPC 2119

ApplicationEromanga Basin Thermal coal 920

Total 3,606

Note 1: Currently in the process of granting, to be transferred to Carabella from Vendors upon grant.

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CARABELLA RESOURCES LIMITEDINFORMATION SHEET

March 2011

N

Grosvenor West Project

Goonyella Riverside rail loops

Moranbah North rail loop

~200km to Dalrymple Bay / Hay Point coal

terminals

Goonyella West Prospect

400m

~230km to Port of Abbott Point

via Northern Missing Link

Grosvenor West

Dilingen NorthET ~ 400-455Mt

Eaglefield NorthET ~ 50-65Mt

Goonyella West

MABBIN CREEK EPC 1069 – FLAGSHIP PROJECT (100%)

BOARD OF DIRECTORS

Michael AddisonNon-exec Chairman

Over 20 years corporate finance experience

Rick GazzardNon-exec Director

Former President BHP Queensland Coal

Mitch JakemanManaging Director

Former Anglo Coal Head of Operations, overseeing 40Mtpa

Andrew AmerNon-exec Director

Former MD AMOCO Australia

Simon KidstonNon-exec Director

20 years banking experience with Macquarie and HSBC

EPC 1069 Total exploration area of approximately 930km2 in the northern Bowen Basin

Adjacent to four established coking coal operations representing in excess of 27Mtpa of existing and planned coking coal production

Close to existing water, road, rail and power infrastructure

Grosvenor West 91.7Mt JORC resource comprising 21.7Mt of JORC Indicated and 69.9Mt of JORC Inferred resources

Testing has indicated moderate ash, high fluidity and good reflectance quality coking coals

Further Exploration Target of 30-45 million tonnes

Strategy to fast track development

Dilingen North & Eaglefield North

Combined Exploration Target of 450–520Mt of coking and thermal coals in the Collinsville Coal Measures

Micro-gravity, 2D seismic and scout drilling programs planned for each target site commencing Q2 2011

Goonyella West Seismic program planned to test for extensions of the Goonyella Lower seam west into EPC 1069

MABBIN CREEK EPC 1069 – PROXIMITY TO INFRASTRUCTURE





Nick Dacres-Mannings, Director, Tel: +61 2 9993 4447 Mob: +61 411 239 535 Email: [email protected] Francis, Senior Analyst, Mob +61 409 547 086 Email: [email protected]

CARABELLA RESOURCES LIMITEDINFORMATION SHEET

March 2011

COMPANY OVERVIEW

COMPANY DETAILS

Continental Coal Limited (ASX:CCC) is an established thermal coal producer and exporter in South Africa. The Company has a portfolio ofadvanced thermal coal resources in excess of 600Mt all located in South Africa’s major coal mining region and has significant explorationupside in Botswana. Current production of 2Mtpa is expected to grow to 7Mtpa by the end of 2012 with exports out of South Africa’s RichardsBay Coal Terminal. The Company has also secured strategic off-take, financing and joint development agreements with EDF Trading and KORES.


Company: Continental Coal (ASX.CCC)

Share Price (17/3/2011): A$0.06

Market Capitalisation: $115 million

Shares currently on issue: 3.1 billion

Options currently on issue: 689 million


Cash on Hand @ 15/3/11: A$9.2 million

Vlakvark-fontein Mine

Ferreira Mine:

Penumbra Project

De WittekransComplex

Vlakplaats

Botswana

• First coal production in May 2010 (Domestic)

• Conventional open cast mining operation

• 17Mt resource for 10+ year mine life

• Targeted production of 100,000t/month

• Conventional open cast thermal coal operation

• Current mining operation to continue to end 2012

• Forecast exports of approx. 500,000tpa

• Development to commence in March 2011 quarter

• US$40m capital development

• Underground bord and pillar operation

• First coal planned in December 2011 quarter

• Targeted export sales of 500,000t pa (10-20 yr mine life)

• De Wittekrans, Knapdaar, Project X and Vaalbank

• BFS to be completed by 30 June 2011

• Planned production of 3.6Mtpa ROM and targeted export sales of 1.1Mtpa and 1.5Mtpa of domestic

• Plus 30 year Project

• Joint development with KORES

• Continental has 50% interest via subsidiary

• Existing 122Mt resources (Export and Domestic)

• 3 early stage prospecting licenses, 966km² of holdings

CCC– 12 MONTH SHARE PRICE CHART

PROJECT HIGHLIGHTS

Don Turvey – Chief Executive Officer A mining executive with over 27 years of experience in the coal

industry. Previously with BHP and was a past president and member of the SA Colliery Managers Association

Jason Brewer – Executive Director 16 years of international mining and finance experience. On the

Board of a number of listed resource companiesJohan Heystek - Chief Operating Officer Mining engineer with over 20 years experience, previously with BHP

Billiton Energy Coal. Former CEO of Mashala ResourcesPeter Landau – Director A corporate lawyer and advisor with 15 years African resource

experience. Currently also on the board of Nkwe Platinum and Range Resources

Bruce Buthelezi – Director Has held senior positions in the oil & gas and financial services

sector. Bruce is a founding director of Continental CoalAndrew Macaulay – Chairman Over 30 years experience in the resources sector. Previously an

executive at HSBC and is a founder of Continental Coal


CONTINENTAL COAL LIMITEDINFORMATION SHEET

MARCH 2011

Established producer and exporter of thermal coal High quality portfolio of advanced development assets Production ramp up to 7Mtpa by end of 2012 Offtake and funding arrangements in place with EDF Strong fundamentals in a very bullish coal market

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Disclaimer: This note is issued in Hong Kong by Helmsec Global Markets Limited and in Australia by Helmsec Global Capital Limited (individually and together “Helmsec”). This note is only intended to provide background information on the Company described inthe note (Company) and does not purport to be complete and/or to contain all the information that an investor may consider when making an investment decision. This note is not an offer, invitation, solicitation or recommendation with respect to thesubscription for, purchase or sale of any securities. This note does not form the basis of any contract or commitment. Helmsec makes any recommendation as to whether you should deal in any securities in the Company or makes recommendation,representation or warranty to you concerning the Company and/or the accuracy, reliability or completeness of the information provided herein and/or the performance of the Company. Helmsec, their respective directors and persons associated with them mayhave an interest in securities in the Company and may earn fees from the Company. This note has been distributed in confidence and may not be reproduced or disclosed to any other person..




Simon Kidston, Director, Tel: +61 2 9993 4443 Mob: +61 414 785 009 Email: [email protected]


Wetar Copper Project:

Shareholders and Local Partners:

Plant and Infrastructure:

Environment and Permitting:

Other projects and exploration:

Brownfields copper project, located on Wetar Island, East Indonesia

Substantially derisked - copper extraction, processing, marketing and logistics proven through heap leach and 1800 tpa SX-EW demo plant

All 2500 t of copper cathode sold at premium to LME, to Asian markets

Previously mined for gold by Billiton

Copper reserves across two deposits within existing IUP, Kali Kuning and Lerokis. Current reserves of 205kt contained Cu (8.2Mt @ 2.5% Cu)

Feasibility Study completed 2009:

• 9-year mine life

• Capex of ~US$130m

• Cash cost of ~US$1.00/lb

• NPV at $9,000 per tonne of >$400m

• First full year production EBITDA at current copper prices exceeds current market cap

• LOM total costs of ~US$1.65/lb

• Open-pits with low strip ratios , average 1:1

• Initial production of 7ktpa in 2Q2012, ramping up to 23-25ktpa by 1Q2013

Substantial shareholders include specialist resources institutions RCF, Acorn and Taurus as well as Straits Resources

Indonesian partner was previously Billiton’s local director. Has permitted two gold mines previously

Key infrastructure already in place from Billiton operations including camp, port and roads

Existing open-pits provide access to copper ore

FND acquired the 18kpta Whim Creek SX-EW plant in June 2009 from Straits Resources

Wetar environmental approval achieved in April 2010

All documentation for Issue of Mining Permit has been submitted in 3Q2010. Expecting issue imminently

Forestry permit will be applied for once mining permit issued. Mine is in conversion and production forest – no issues expected.

In addition, Kali Kuning and other regional prospects currently being re-zoned to non-forest areas in which case forestry permit will not be required for those areas

Meron prospect:

• Situated within existing Wetar IUP, 1km east of leach pads. Easy access by road

• Billiton previously estimated a resource of around 1.0Mt @ 2.3% Cu

• Gold cap with 60k to 100k oz Au eq

IUPs over a number of other prospects on Wetar Island with similar gold caps over VMS

Ojolali Gold-Silver Project (FND 72%, option for 100%)

• Epithermal prospect in Sumatra

• Currently a 175kozs Au Eq, JORC - Ind/Inf resource

• 800kozs Au Eq identified if metallurgy isresolved

• Targeting a 1,000kozs Au Eq resource across a 59km2 land position, drill program planning underway

PROJECT HIGHLIGHTS

COMPANY OVERVIEW

COMPANY DETAILS

Finders Resources Limited (ASX.FND) is an Indonesian-focused, low-cost copper producer. FND’s flagship operation is its 95%-owned Wetar Copper Project on Wetar Island, EastIndonesia. (8.2Mt @ 2.5% Cu, 205kt contained Cu). FND has been producing copper cathode from Wetar through a demonstration plant from 2008 until late 2010. The demonstrationplant, a heap leach and SX-EW operation, confirmed the copper ore’s commercial recoverability. Alongside working towards mine permitting, FND plans to complete the WetarBankable Feasibility Study by May 2011 and subsequently seek funding to build a full-scale copper cathode production facility. At a capex of ~US$130m, full production is forecast atbetween 23ktpa at a LOM opex of ~US$1.00/lb, for a 9-year mine life. Aside from Wetar, there are also numerous gold and copper prospects identified on Wetar, as well as asecondary gold, silver and base metals project on Sumatra.

Russell Fountain (Executive Chairman)

Ex-Chief Geologist in the CSR Limited

Discovered the Wetar deposits in the mid 1980s.

Ex-VP of exploration for Phelps Dodge Australasia from 1993

Head of Phelps Dodge exploration worldwide from 2000.

Chris Farmer (Managing Director)

Ex-Chief Geologist with Billiton Indonesia BV from 1991 to 1995.

Managed exploration of the Wetar mine and regional prospects

Ex-VP of exploration for Phelps Dodge in the Australasia region.

Rob Thomson (Executive Director - Development)

formerly GM development for Kingsgate's Chatree mine, Project Director of Oxiana's Sepon gold mine

CEO of Climax Mining Limited from 2003-2006.

James Wentworth (Finance Director)

17 years finance experience in Investment Banking and private equity in Sydney and New York

Previously at CHAMP Ventures, Goldman Sachs, Lehman Brothers and Macquarie


Company: Finders Resources Limited

ASX Code: FND.ASX

Share Price: A$0.41




52-week low/high: A$0.26 - A$0.50

WETAR DEVELOPMENT PROGRAMME

DEC 2009

Prefeasibility Studies Complete

Demonstration Plant (17mths operation) Complete

Environmental Permit Approval (AMDAL) Complete

Definitive Feasibility Study Complete

Detailed Engineering – Stage 1 Complete

Mine and Forestry Permits Target – Q2 2011

Detailed Engineering – Stage 2 Target – early Q2 2011

Project Financing Target – Mandate Q1 2011

Project Financing Target – Close Q2 2011

Stage 1 Production Target – Q2 2012

Stage 2 Production Target – Q1 2013

Timing*

* Subject to all required permitting, bank finance & no forestry moratorium


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FINDERS RESOURCES LIMITEDINFORMATION SHEET

MARCH 2011

Disclaimer: This note is issued in Hong Kong by Helmsec Global Markets Limited and in Australia by Helmsec Global Capital Limited (individually and together “Helmsec”). This note is only intended to provide backgroundinformation on the Company described in the note (Company) and does not purport to be complete and/or to contain all the information that an investor may consider when making an investment decision. This note isnot an offer, invitation, solicitation or recommendation with respect to the subscription for, purchase or sale of any securities. This note does not form the basis of any contract or commitment. Helmsec makes anyrecommendation as to whether you should deal in any securities in the Company or makes recommendation, representation or warranty to you concerning the Company and/or the accuracy, reliability or completeness ofthe information provided herein and/or the performance of the Company. Helmsec, their respective directors and persons associated with them may have an interest in securities in the Company and may earn fees fromthe Company. This note has been distributed in confidence and may not be reproduced or disclosed to any other person.


Peter Hyland, Executive Director, Tel: +852 2524 4004 Mob: +852 9307 1934 Email: [email protected]

Richard Offer, Executive Director, Tel: +65 6536 0305 Mob: +65 9367 2841 Email: [email protected]


Simon Kidston, DirectorTel:+61 2 9993 4443Email: [email protected]

18KTPA PROCESSING PLANT AND FACILITIESWETAR RESERVE INVENTORY

KALI KUNING 0.5% COPPER CUTOFF

Category Mt %CuProved 4.9 2.5

Probable 0.9 2.2

LEROKIS, 0.5% COPPER CUTOFF

Category Mt %CuProved 2.1 2.4

Probable 0.4 2.3

TOTAL WETAR, 0.5% COPPER CUTOFF

Category Mt %Cu Contained CuTOTAL 8.2 2.5 205,000t

PROJECT LAYOUT – KALI KUNING

CONTACTS COPPER CATHODE PRODUCED AT WETAR

FINDERS RESOURCES LIMITEDINFORMATION SHEET

MARCH 2011


COMPANY OVERVIEW

Company: Flinders Mines Limited (FMS.ASX)

Share Price (as at 17/3/11): 0.175

Shares currently on issue: 1,820 million

Market Capitalisation (as at 17/3/11): 309.5 million

Cash at bank (as at 31/12/10): 45.2 million

52-week low/high: 0.08/0.22

Robert Michael Kennedy – Non-Executive Chairman

Founder and consultant to Kennedy & Co, Chartered Accountants

Chairman of Beach Energy Limited, Somerton Energy Limited, Ramelius Resources Limited, Maximus Resources Limited, Monax Mining Limited, Marmota Energy Limited and ERO Mining Limited

Gary Sutherland – Chief Executive Officer

Over 24 years operations and project experience in the Australian resources industry including iron ore, gold, silver, copper, lead, zinc and uranium

Previously held senior roles at Pasminco, WMC and BHP Billiton

Ewan John Vickery – Non-Executive Director

Over 30 years as a corporate and business lawyer with extensive experience as lead native title advisor and negotiator for numerous mining and petroleum companies

Director of Eromanga Uranium Limited and Maximus Resources Limited

John Cooper – Non-Executive Director

Over 35 years of senior management experience in the development of major capital works throughout Australia and internationally

Formerly Deputy Chairman and CEO of Clough Engineering. Currently Non-Executive Director of Southern Cross Electrical Engineering Limited

Kevin Malaxos – Non-Executive Director

Over 25 years experience in the resource sector in senior management and executive roles across a suite of commodities including gold, nickel, iron ore, silver, lead, zinc and chromium

Has managed surface and underground mining operations and experienced in project evaluation and development, project approval and Government liaison


Pilbara Iron Ore Project

Project Highlights

Environment and

Approvals

Future Development

Schedule

Large scale, high quality Pilbara iron ore mine

JORC Resource: 747.6 million tonnes iron ore

Ore resource can support the production of 229Mt of final fines products at 60.7% Fe and 57.1% Fe for DID (97Mt) and BID (132Mt) products

Shallow deposit requiring minimal processing for saleable products with strip ratio of 2.5:1 in the first 5 years of operation at 5Mtpa

Mine production is planned to expand to 15Mtpa from year 5

Truck and excavator simple operation

Mining predominantly above the water table

Mining, processing and transportation to be contracted externally

PFS results confirm strong project economics

- 20 year mine life with low operating cost producing up to 15Mtpa iron ore

Low CAPEX: A$488m for 5Mtpa production rate

- Option to ramp up production with additional capex of A$640m to 15Mtpa from the outset

Good operating margins: A$35.32/t average LOM opex

Application for the Mining Lease was made in November 2010

Native Title negotiations are well underway

FMS Exploration Environmental Management Plan for the Pilbara Iron Ore Project has been accepted by the Department of Mines and Petroleum

Independent peer review of the Pilbara Iron Ore Project Approval and Tenure Schedule was completed with no material issues

Progress infrastructure solution (port and rail access)

Drilling program to further define the Pilbara Iron Ore Project, including measured resource drill out on Delta deposit

Optimisation studies to further enhance project value ahead of DFS

Decision on DFS by mid 2011

Design and construction commence 1Q 2012

Production target 1Q 2014


TIMELINE Dec 10 1Q2011 2Q2011 3Q2011 4Q2011 2012 2013 2014

PFS

Value Improvement Studies

DFS

Design and construction

Operation

Flinders Mines is an ASX listed Australian iron ore exploration and development company focusing on the Pilbara region of northwest Western Australia. Its keyproject is the Pilbara Iron Ore Project with a total Indicated and Inferred Resource of 748m tonnes at 55.4% Fe. A PFS for the Pilbara Iron Ore Project wascompleted in December 2010 confirming a 20 year mine life with low operating cost that can be sustained producing up to 15Mtpa iron ore.


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FLINDERS MINES LIMITEDINFORMATION SHEET

MARCH 2011PRIVATE & CONFIDENTIAL

REASONS TO INVEST

Strong iron ore demand

Credible and experienced management team

On time and on budget successful completion of Pilbara Iron Ore Project PFS

Indicated and inferred resource of 747.6MT at an average grade of 55.4% Fe

PFS suggest economically viable with life-of-mine revenue of revenue of A$25b over 20 years of mine life at cash operating cost of A$35.32/t

Low CAPEX and high flexibility to ramp up production

Significant production and exploration upside

RESOURCE

PILBARA IRON ORE PROJECT

STATUS FE CUT-OFF % RESOURCE (MT) FE %INDICATED 50 272.5 56.2INFERRED 50 475.1 54.9

TOTAL JORC RESOURCE 50 747.6 55.43

PROJECT ECONOMICS

FOB OPEX Mining A$9.42/t

Processing A$4.89/t

General and administrative A$4.48/t

Product transport (FOB) A$16.53/t

Total A$35.32/t

CAPEX Process plant A$152m

Infrastructure and construction A$114m

Rail and signalling A$61m

Mine buildings and ROM wall A$17m

Construction indirects A$24m

Engineering, Procurement, Construction Management A$40m

Owner’s costs A$18m

Contingency A$62m

Total A$488m





Gavin Solomon, Managing Director, Tel: +61 2 9993 4498 Mob: +61 412 978777 Email: [email protected] Kidston, Director, Tel: +61 2 9993 4443 Mob: +61 414 785 009 Email: [email protected] Lethlean, Director, Mob +61 419 600 465 Email: [email protected]

PRODUCTION OVERVIEW

PRODUCT MATERIAL (MT) FE %DID 97 60.7BID 132 57.1

TOTAL 229 58.63

PRODUCTION SEQUENCE

PRODUCTION FLOWSHEET

FLINDERS MINES LIMITEDINFORMATION SHEET


Galaxy Resources Limited (“Company”) is an S&P/ASX300 company (Market Cap c. US$300m as of January 2011) positioning to become a leading, verticallyintegrated producer of high quality lithium related products in the growing lithium-ion battery market. The Company owns a significant lithium ore reserve atthe Mt Cattlin Project near Ravensthorpe, Western Australia which is the third largest hard rock lithium ore reserve globally. Galaxy Resources has alsoestablished its own downstream lithium processing facilities in Jiangsu, China, targeting the expected increases in demand for lithium-ion batteries driven by thenascent electric powered vehicle market and has conducted a feasibility study on the development of an E-bike lithium-ion battery plant in Jiangsu.COMPANY DETAILS INVESTMENT HIGHLIGHTS

COMPANY OVERVIEW

Company: Galaxy Resources Limited (GXY.ASX)

Share Price (17/3/11): A$1.25


Options on issue: 51.7 million

Market Capitalisation (17/3/11): A$241 million




Ignatius Tan – Managing Director Over 24 years operations experience in the mining and chemical industry Previously at SCM Chemicals and Sons of Gwalia, Westlime, Iluka Resources,

Imdex Minerals, Metals X Limited and Nickelore Limited; Former Chairman of the Western Australian Chamber of Minerals and Energy’s Murchison Regional Council.

Anthony Tse - Executive Director Hong Kong resident with extensive experience in media and marketing. Previously CEO of CSN Corporation, a home shopping channel in China. Also

held senior roles in TOM group and was president of China Entertainment Television.

Charles Whitfield – Executive Director A corporate financier with over 10 yeas experience and is currently the

Principal Investment Officer at Drumrock Capital. Previously held senior positions in Citigroup and Deutsche Bank.

Terry Stark – Managing Director- Resource Division Mining engineer with over 35 years experience including mine development,

operation and construction throughout Australia in the nickel, gold, manganese and chromite industries.

Mark Sun – Managing Director- Chemical Division Extensive experience in the management of chemical and processing facilities

in China Previously at Vale Inco, Schaffner EMC, Automa-tech Shanghai and Shanghai

EFTEC Chemical Products and Diodes Electronics (China)Walter Yi– Managing Director- Battery Division Extensive experience in the litium ion batteries Previously at A123 Systems, Lucent Technologies Qingdao Power System,

Sandvik Mining and Construction China Co.


Project Highlight

Mount CattlinProject

Jiangsu lithium carbonate processing

Plant

Offtakecontracts

Lithium-ion battery plant

Only vertically integrated “Pure Play” lithium company

Perfectly placed to supply highest growth component in lithium market (Battery Grade / China)

Has large, and growing resource base (Mt Cattlin and James Bay)

Perfect growth stage as just started production at mine (Q4 '10) and about to commission lithium processing plant (Q2 '11)

One of (if not the) lowest cost LiCa producers in China

Stock well off it's 6 month high ( $1.13 vs > $1.60)

Open-pit mining and processing of pegmatite ore to produce spodumene (concentrate

Ore reserves of 11.4 million tonnes at 1.05% lithium oxide and 147 ppm tantalum pentoxide

- currently the third largest hard rock lithium ore reserve

Commencement of production in Oct 2010,

- Full capacity expected by Q4 2011

- Expected to produce 137,000 tpa of spodumeneconcentrate @ 6% lithium oxide

Mine life of 14 years, based on a of 1Mtpa

Tantalite concentrate produced as a by-product

To target the expected increases in demand for lithium-ion batteries driven by the nascent electric powered vehicle (“EV”) market.

Located in the Jiangsu International Chemical Industrial Park within the Zhangjiagang Free Trade Zone

Close proximity to manufacturers of sulphuric acid and soda ash, the other significant physical inputs

Strategically located close to potential domestic Chinese customers who are located on the east coast

The Mt Cattlin project will provide a stable supply of spodumeneconcentrate to the Jiangsu lithium carbonate plant

In construction, commissioning expected in 2Q 2011

Expected to produce 17,000 tpa of high quality lithium carbonate utilizing a proprietary technology

Production of Lithium carbonate with 99.9% purity

Suitable for lithium-ion battery manufacturing

Battery grade lit levels of 99.9% and above, which is better suited to lithium-ion battery manufacture. This capability has been laboratory tested

Entered into offtake framework agreements with Mitsubishi and 13 major Chinese cathode producers

- 17,000 tpa of lithium carbonate

- minimum purity levels of 99.5%

Undertaking feasibility study on the development of an E-bike lithium-ion battery plant in Jiangsu.

- Vertical integration to mitigate the market and commodity risk


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GALAXY RESOURCES LIMITEDINFORMATION SHEET

MARCH 2011


MARCH 2011

REASONS TO INVEST

Strong and growing demand for lithium-ion batteries

government policy and incentives towards green initiatives

Well positioned to extract synergy gains from its vertical integration strategy

capture downstream premium for lithium carbonate products

Experienced and well connected management team

Mt Cattlin mine is in close proximity to infrastructure

Low cost producer in China

Downstream lithium carbonate off-take contracts in place

Near term Hong Kong listing may facilitate future capital raisings through access to larger overall investor base

MT CATTLIN LITHIUM PROJECT






LITHIUM-ION BATTERIES DEMAND IN EV

CHEMICAL CONTENT

Lithium >99.5% Calcium 0.005%

Sodium 0.025% Potassium 0.001%

Iron 0.001% Silica 0.005%

Magnesium 0.01% Chloride 0.003%

Aluminium 0.005% Sulphate 0.08%

Lead 0.001% Moisture 0.40%

TIMETABLE

Key Timeline Dates

Mt Cattlin On Line 4Q 2010

James Bay 4Q 2010

Spodumene Sales 1Q 2011

Jiangsu On Line 2Q 2011

Battery Plant Construction 4Q 2011

Battery Plant On Line 4Q 2012

CHEMICAL ANALYSIS

ESTIMATED CONSUMPTION OF LITHIUM

Resource Tonnes Li2O% Ta2O5ppm

Measured 2,672,000 1.17 150

Indicated 9,629,000 1.09 171

Inferred 3,575,000 1.00 145

Total 15,875,000 1.08 161

RESOURCES


MARCH 2011


MARCH 2011

PROJECT HIGHLIGHTS

COMPANY OVERVIEW

COMPANY DETAILS

Gobi Coal & Energy Limited (“Gobi Coal” or the “Company”) is an emerging coking coal producer based in Mongolia. Gobi Coal has three key open cut coaldevelopment projects located in South Western Mongolia on the planned Mongolian East-West railway line. The Company’s first mine, Shinejinst, is scheduledto go into production in mid 2011. At full production Shinejinst will produce approximately 5 million tonnes per annum of high quality 1/3 JM coking coal for theNorthern Chinese coal market. Gobi Coal is planning an Initial Public Offering in 1H 2012 on the Hong Kong Stock Exchange.


Company: Gobi Coal & Energy Limited

Listing: Private company


Cash and Equivalents: US$7 million

SHAREHOLDER BREAKDOWN

Mo Munshi, Chairman

• More than 25 years experience in the mining industry

• Previously worked for Ashanti Goldfields, JCI limited, Normandy Mining and Ivanhoe Mines

• Extensive experience in Asia, Australia, Africa and South America

Jason Bahnsen, Chief Executive Officer

• More than 25 years experience in international resources

• 10 years direct mining industry experience as a mining engineer and operations manager

• 15 years experience as a resources investment banker in Asia including China and Mongolia

Douglas McQuarter, Chief Operating Officer

• Chartered mining engineer with over 30 years of experience in the international coal mining industry

• Extensive experience in coal mine development and contracting operations

Shinejinst

Zeegt

Khurren Gol

100% semi-soft coking coal product

95 mt JORC reserve

229 mt JORC resource

All permits in place for production

Final feasibility study due in April 2011

Initial production scheduled for mid-2011

Significant upside with continuation of coal to depth and coal occurrences identified in Shinejinst extension

Approximately 350km from Chinese border

100% semi-soft coking coal product

93 mt JORC resource delineated along 3 km strike

Significant upside identified by airborne magnetic survey

Mining license in place

Production targeted in 2014

Tenement area of over 196,000 hectares

High quality coking coal region

GOBI COAL & ENERGY LIMITEDEMERGING MONGOLIAN COKING COAL PRODUCER

FACT SHEET – MARCH 2011

SHINEJINST FEASIBILITY STUDY – PRELIMINARY RESULTS

JORC Coal Resources:JORC Coal Reserves:

Mine Plan:Mine Startup:Prod Rate:Strip Ratio:Washplant Yield:Estimated Mine Life:

Initial Capital Costs(1)

Phase 1 (2011-2012):Phase 2 (2013 – 2014):

Minesite Cash Operating Costs:Phase 1 (2011-2012)Phase 2 (2011-2012)

NPV@10%:

229 mt95 mt

121 mt4

thQtr 2011

5 mtpa 1/3JM8.8 BCM/ROM t69% average19 years

$100 m$200 m

~ $25/t~ $40/t

>$500 m

GOBI COAL QUALITY (versus current exports from southwest Mongolia via Ceke and Ganqimaodu border crossings)

Source: Shanxi Fenwei Energy Consulting – Market Study of GCE’s Coal in Northwest China, Jan 2011

Source: Minarco-Mine Consult Draft Feasibility Results, March 2011(1) Includes cost of temporary haul road to Ceke; assumes mining contractor supplied equipment

PROJECT LOCATIONS

Disclaimer: This note is issued in Hong Kong by Helmsec Global Markets Limited and in Australia by Helmsec Global Capital Limited (individually and together “Helmsec”). This note is only intended to provide background information on the Company describedin the note (Company) and does not purport to be complete and/or to contain all the information that an investor may consider when making an investment decision. This note is not an offer, invitation, solicitation or recommendation with respect to thesubscription for, purchase or sale of any securities. This note does not form the basis of any contract or commitment. Helmsec makes any recommendation as to whether you should deal in any securities in the Company or makes recommendation,representation or warranty to you concerning the Company and/or the accuracy, reliability or completeness of the information provided herein and/or the performance of the Company. Helmsec, their respective directors and persons associated with themmay have an interest in securities in the Company and may earn fees from the Company. This note has been distributed in confidence and may not be reproduced or disclosed to any other person.




Simon Kidston, Director, Tel: +61 2 9993 4443 Mob: +61 414 785 009 Email: [email protected] Lethlean, Director, Mob +61 419 600 465 Email: [email protected]

GOBI COAL & ENERGY LTD.EMERGING MONGOLIAN COKING COAL PRODUCER


TARGET MARKET 1/3 JM SUPPLY-DEMAND GAP PRODUCTION PROFILE

Source: Shanxi Fenwei Energy Consulting – Market Study of GCE’s Coal in Northwest China, Jan 2011

SHINEJINST CAMP SHINEJINST

Gold Road Resources Limited (ASX: GOR) was formerly Eleckra Mines and is a gold exploration company focussed on the exploration and development of theYamarna Greenstone Belt in WA. The Yamarna Belt is located in the Yilgarn Craton, home to over 50% of Australia’s gold production. Drilling to date has identify900,000oz of resources in the Atilla trend. Further drilling at the high grade Central Bore zone is expected to increase the overall tonnage and grade of theresource. The Company is currently undertaking an aggressive drilling program at 4 highly prospective targets, Central Bore, Justinian, Hann and Byzantium.


COMPANY OVERVIEW

Company: Gold Road Resources Ltd (ASX.ASX)

Share Price (17/03/11): A$0.41


Options on issue: 62 million

Market Capitalisation (17/03/11): A$111 million

Cash at bank (as at 31/12/10): $10.9 million



Ian Murray – Executive Chairman

Chartered Accountant with over 15 years experience in the resources sector.

Previously CEO and CFO of DRDGOLD.

Russell Davis – Non-Executive Director

Geologist with over 25 years’ experience in the resources sector

Founding director of Gold Road and responsible for acquiring its projects

Previously been responsible for instigating and managing mineral activities for ASARCO

Kevin Hart – Non-Executive Director

Chartered Accountant with over 20 years experience in the resources sector.

Also serves on the board of Alloy Resources.

Martin Pyle – Non-Executive Director

Mining industry consultant for over 23 years with Corporate Finance background.

Chairman of Syndicated Metals, Midwinter Resources, Aurora Minerals and Desert Energy.

Ziggy Lubieniecki – Executive Director

Geologist with over 20 years of experience.

Has previously held senior positions at Plutonic Resources and Australian Platinum Mines.

Responsible for proving up Thatcher Soak Uranium deposit and discovery of Central Bore Gold deposit for Gold Road Resources.


Yamarna Belt

Central Bore

Justinian

Hann

Byzantium

2011 Drilling Program

Major landholding in the Yamarna Belt

Area significantly underexplored due to cover and isolation

Potential for multi million ounce resource

Potentially another major gold shear zone in the YilgarnCraton

Yilgarn hosts over 50% Australia’s gold production:

Kalgoorlie Norseman Belt – 120Moz

Laverton Belt – 25Moz

Southern Cross Belt – 10Moz

Leonora Belt – 12Moz

A number of high grade prospect already identified

Substantial potential exist for more discoveries

JORC resource – 1,067,300 ounces

Maiden discovery in 2009

Grades up to 1kg/t

800m long and to depth 400m

Mining Engineer with narrow vein experience appointed

Maiden JORC resource 150,300 oz @ 7.9g/t Au

19 hole 2,338m drilling program to date

Intersections including [email protected]/t & 1m@102g/t

200m east of Central Bore and 600m long anomaly

Wider vein structure

Highly prospective but still early days

2.4km west of Central Bore

4.3km long anomaly

Surface grades up to 2.1g/t Au

Channel soil sampling done over gold anomalies

Grades up to 361g/t, 19g/t, 16g/t

500m west of Central Bore

Two x 1km long gold anomalies

Elevated gold grade of up to 0.14g/t

RC drill results to date includes:

6 holes drilled for 470m

Au, Pb, Zn, Cu, Ba, Ag, Mo

Central Bore – 23,000m

Justinian – 22,000m

Hann – 20,000m

New targets – 10,000m

Atilla – 10,000m


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GOLD ROAD RESOURCES LIMITEDINFORMATION SHEET

MARCH 2011

Strong outlook for gold

Potential for multi-million ounce resource

Vast landholding in the Yamarna Belt

Strategic positioning in the Yilgarn Craton

Number of highly prospective targets already identified

Aggressive 2011 drilling program to delineate resource

Large part of tenement area yet to be explored

Substantial exploration upside

Category 000t Grade g/t Au Ounces

Measured 6,473 1.61 334,700

Indicated 6,584 1.77 374,000

Inferred 7,355 1.52 358,600

TOTAL 20,412 1.63 1,067,300

REASONS TO INVEST

Major Shareholders

Board & Management 6.82%

HSBC Nominees 5.91%

Perth Select Seafoods 3.78%

YILGARN CRATON

RESOURCES

Metallurgical recovery test work

– 96% average recovery

– Fresh rock/sulphides tested (75 microns)

Gravity separation test works

– >60% separation off basic test

– Further test work proceeding Gekko

Maiden resource calculations

– Due March 2011

High-level mining economics, incl. modeling, OPEX & CAPEX

– Mining Engineer with narrow vein experience appointed as consultant

– Environment & hydrological test work started

– Initial modeling reports due in May 2011

CENTRAL BORE TREND - WORK PROGRAM

GOLD ROAD RESOURCES LIMITEDINFORMATION SHEET

MARCH 2011






JABIRU METALS LIMITEDCOPPER AND ZINC PRODUCER AND DEVELOPER


COMPANY OVERVIEW

COMPANY DETAILS

Jabiru Metals Limited (ASX:JML) is a low cost VMS minerals producer with two main projects: Jaguar Project in Western Australia and Stockman Project inVictoria, Australia. The Jaguar Project began production back in 2007 and its Bentley deposit will start production in 2011. The project’s C1 zinc cash cost for 1HFY2011 is -$0.56/lb after copper & silver credits. Stockman project just completed scoping study which suggested a 7-8 year project life and significant VMSminerals output. Full feasibility study on Stockman has commenced.


ASX Code: JML

Share Price (17/03/2011) A$0.72

Ordinary Shares on issue (31/12/2010) 552.6 million

Unlisted Options on issue (31/12/2010) 9.8 million

Market Capitalisation A$395 million

Cash (31/12/2010) A$26.9 million (no bank debt)

SHARE PRICE CHART


Barry BolithoNon-exec Chairman

• Barry holds tertiary qualifications in chemistry and metallurgy and has 28 years of operational, project and corporate management experience

• Recently he has served as a director for Andean Resources Ltd, and Navigator Resources Ltd.

Gary CombManaging Director

• Over 30 years in the Australian mining industry

• Gary held senior leadership and operational roles for BGC Contracting (Western Australia’s largest privately owned and integrated mining and civil contractor), St Barbara Mines, MacMahons and Metana Minerals

Neil MartinExploration Manager

• Over 20 years experience in the mineral exploration industry with a particular emphasis on volcanic terrains and VHMS deposits

• Worked in most parts of Australia and in Mongolia and has direct experience of all aspects of mineral exploration operations

Jaguar Project’s extremely low Zinc cash cost

Jaguar mine in production since July 2007, extremely low Zinc cash cost at -$0.56/lb YTD after copper and silver YTD 1H FY2011

Produced ~5,000 tonnes Cu and ~10,000 tonnes Zn in 1H FY2011

Jaguar JORC resource Resource at Bentley (Stage 3) announced in November 2010, with total JORC I+I resources of 3.0MT @2.0% Cu, 9.8% Zn, 0.6% Pb, 0.7g/t Au and 139g/t Ag

Expecting first ore production at Bentley in Q1FY2012

Infrastructure in place Completed the construction of a new concentrate storage and handling facility at the Port of Geraldton

Mineral processing plant at Jaguar processing 375,000 tonnes per annum of ore and producing both copper and zinc concentrates

Stockman Project’s positive scoping study

Outcome of study suggests 126,000t Cu, 4.2Moz’s Ag and 96,000oz’s in copper concentrates and 206,000t Zn in zinc concentrate over initial 7.25 year mine life

DFS has commenced

Major licenses obtained Native Title agreement approved and Mining Lease granted for Stockman

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JABIRU METALS LIMITEDCOPPER AND ZINC PRODUCER AND DEVELOPER


PROJECT LOCATION MAP

MINERAL RESOURCE AND ORE RESERVE ESTIMATES

Bentley Stage 3

Disclaimer: This note is issued in Hong Kong by Helmsec Global Markets Limited and in Australia by Helmsec Global Capital Limited (individually and together “Helmsec”). This note is only intended to providebackground information on the Company described in the note (Company) and does not purport to be complete and/or to contain all the information that an investor may consider when making an investmentdecision. This note is not an offer, invitation, solicitation or recommendation with respect to the subscription for, purchase or sale of any securities. This note does not form the basis of any contract or commitment.Helmsec makes any recommendation as to whether you should deal in any securities in the Company or makes recommendation, representation or warranty to you concerning the Company and/or the accuracy,reliability or completeness of the information provided herein and/or the performance of the Company. Helmsec, their respective directors and persons associated with them may have an interest in securities in theCompany and may earn fees from the Company. This note has been distributed in confidence and may not be reproduced or disclosed to any other person.



Helmsec Global Capital LimitedLevel 17, 15 Castlereagh StreetS d NSW 2000 A t li


Andash Project Located in Talas Valley, Kyrgyz Republic 80% owned by KGL Development ready gold and copper project

Substantial JORC Resources & Reserves

JORC Resource (Measured and Indicated) 19.2Mt @ 1.1g/t Au for 0.68M oz Au and 0.4% Cu for 77.0kt CuJORC Reserve (Proven and Probable) 16.0Mt for 0.54M oz Au and 63.5kt Cu

Attractive Project Economics

Current mine life of 6 years with high potential to increase form exploration targets

Planned gold production 70,000 oz per year Planned copper production 7,400 t per year Capital cost: US$96m Gold cash costs US$29/oz (after copper credits) – also post

treatment / Refining charges and royalties Revenue split ~ 65% Au and 35% Cu (based on price assumptions

of US$1,000/oz Au and US$2.75/lb Cu) At US$1,000/oz Au and US$2.75/lb Cu, NPV US$130m At US$1,400/oz Au and US$4.25/lb Cu, NPV US$305m

March 2010 Bankable Feasibility Study and June 2010 additional metallurgical test work

Good deposit and setting Wide ore body Low strip ratio 0.72:1 (waste to ore) Cheap power and labour

Available infrastructure Water available on site Major power line and substation within 8km Railway to port 170km away by road Sealed highway to siteLow risk processing Process: conventional crush, grind and float High grade concentrate: 72 g/t Au, 24.5% Cu No deleterious elements

Development Strategy

Fast-track development at Andash Zone 1 Two stage open pit – 1.6mtpa stage 1, 3.2mtpa stage 2 Obtain JORC resource classification in secondary Zones First mover advantage in the Talas region which hosts multiple

million ounce deposits

Management Established presence in the country, with the Kentor management team, led by Hugh McKinnon, based permanently in the capital, Bishkek.

Aktash option Exploration target for the Aktash deposit under the JORC guidelines of 2 to 5 million tonnes of ore grading 2 to 3.5g/t Au, 0.3 to 0.7% Cu and 8 to 12g/t Ag.

Debt Funding Macquarie mandated to arrange debt facility

INVESTMENT HIGHLIGHTSCOMPANY DETAILS

Kentor Gold Limited (Kentor or Company) is an, emerging gold mining company listed on the Australian Securities Exchange (ASX: KGL). Kentor plans to developthe forecast high margin, Andash gold-copper project in the Kyrgyz Republic, with a goal of becoming a mid-tier gold producer in 2012. Annual production of70,000 oz gold and 7,400 tonnes copper is planned for the project for an initial mine life of 6 years. Kentor have already raised all of the required capital and theproject is fully funded through to production.

John Barr – Non-Executive Chairman Over 30 years involvement in the Australian minerals and metals industry. Former

director for Oxiana, Transurban, Acacia and Iluka

Simon Milroy – Managing Director Mining engineer with over 20 years experience in a diverse range of metals Former GM Project Development for PanAust and Mining Manager Kingsgate

Hugh McKinnon – Executive Director, Country Manager Mining Engineer with experience in mining and exploration projects across Central Asia

from 1996 Resides in the Kyrgyz capital of Bishkek and speaks Russian

Andrew Daley – Non-Executive Director Mining engineer and corporate finance background in Australia and Africa Former director of Oxiana, currently on the board of PanAust

John Taylor – Non Executive Director Chemical engineer who is former managing director of Outotec Australia


Company: Kentor Gold Limited (KGL.ASX)

Share Price (17/03/11): A$0.14

Shares currently on issue: 1,061,592,950

Options currently on issue 59.6m

Market Cap: AUD$154 million

Cash at bank (31/12/10): A$71.4m


COMPANY OVERVIEW

SHARE PRICE CHART

DISCLAIMER & DISCLOSURE OF INTEREST – See Over

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Update & Optimise DFS

Project Finance

Construction

Commissioning

DEVELOPMENT TIMETABLE

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KENTOR GOLD LIMITEDINFORMATION SHEET

MARCH 2011

REASONS TO INVEST

Advanced gold-copper project targeting production in 2012

Substantial JORC Resources and Reserves with significant expansion potential

Definitive Feasibility Study and optimisation complete

Very attractive project economics

Debt provider mandated

Environmental and social assessment completed

Mining licence issued

6 year mine life with potential to extend beyond 10 years

Conventional low risk mining and processing method

Low capital and operating costs

Construction and mining equipment already in country

Well established local management team

KYRGYZ REPUBLIC

CONTACTS

PROJECT OPERATING COSTS

Operating Cost ($/t ore processed) US$/t

Mining Cost 3.1

Mineral Processing (1.5Mtpa) 8.4

General & Administration 2.2

Operating Cost (US$/t) 13.7






Country well connected by rail – direct rail access to markets in Kazakhstan, China, Russia and Europe

Long history of gold mining (Kumtor production 500,000oz per annum)

Population 5 million Recent events:

April 2010 Revolution - overthrow of government Roza Otunbaeva appointed as interim President Ethnic violence in south of country in Jun 2010 27th June 2010 successful referendum Parliamentary elections successfully held in Oct 2010 Governing coalition formed in Dec 2010

OUTSTANDING ISSUES

• Local approval is required by the Kopuro Bazar village council Lack of engagement at the local level by the national

government has slowed negotiations; Kentor is actively building relationship with local community Government commission set up to address local council issue

Final report expected in March 2011

Aurum PLC & Invest-center Talas appealing the invalidation of their minority interest in the Andash Mining Company (AMC) Invest-center Talas lodged a statement of claim against

Kentor’s interest’s in AMC Kentor believes the claim has no basis Kentor has complied with all regulatory processes in it’s

purchase of 80% AMC

KENTOR GOLD LIMITEDINFORMATION SHEET

MARCH 2011

Mincor Resources NL, a S&P/ASX200 leading Australian nickel producer, owns and operates a series of nickel mines in the Kambalda region of Western Australiawith gold and base metal exploration prospects throughout Australia. Mincor is the largest single producer in the Kambalda Nickel District. The Company ownsthe operating Miitel, Otter Juan, Mariners, McMahon and Carnilya Hill Mines, as well as numerous resource-level projects and exploration prospects in theDistrict. All of these mines are underground narrow-vein mining operations, and all are owned 100% by Mincor, except Carnilya Hill, which is 70% owned byMincor. Operational centres are split into North and South Kambalda. The Otter Juan mine was acquired in July 2007 for A$68m and this drives production fromthe north while Mariners and Miitel dominate production from the south.COMPANY DETAILS INVESTMENT HIGHLIGHTS

COMPANY OVERVIEW

Company: Mincor Resources NL (MCR.ASX)





52-week low/high: 1.275/2.34


David Humann – Chairman

Chartered Accountant and formerly Chairman and Senior Partner of Price Waterhouse (Hong Kong and China). He was also the Managing Partner of Price Waterhouse, Asia Pacific Region.

Board member of a number of public and private companies.

David Moore – Managing Director and Chief Executive Officer

Founded Mincor Resources through the ASX listing of Iscor's exploration assets in 1999 and founded Tethyan Copper Company Limited in 2000.

Over13 years with Billiton in Africa and South America, working in various disciplines related to mineral exploration, including target generation, exploration and project management, new business development and strategic planning.

Steve Cowle – Chief Operating Officer

Geologist with over 20 years experience in the nickel and gold mining industry including mine geology, exploration, business development, planning and operations general management.

Previously worked at Fimiston, Mt Magnet, Kambalda and Leinster.

Graham Fariss – General Manager, Corporate Development

Diverse experience in the resource, construction and engineering sectors over the past 26 years including exposure to business practices in Indonesia, Pakistan and South Africa.Previously general manager, corporate finance with Tethyan Copper Company Limited and held a number of senior finance and business development positions with Clough Limited over a 15 year period.Robert Hartley – Projects ManagerOver 20 years experience in the mining and exploration industry and 10 years as a development/project geologist involved in advanced feasibility study work and reserve estimates. He has held prior positions with Cyprus Gold, Arimco, Newcrest Mining and Iscor Australia working on projects in New Zealand, Fiji, Vanuatu, Soloman Islands and Proterozoic terrains of Australia.


KambaldaNickel District

Project Highlights

Exploration

Marketing and Hedging

One of the great Nickel Districts of the world with total production to date of 1,455,000 T Nickel in ore

4 giant nicket deposits known to date

Hosts 3 of the biggest high-grade nickel sulphide ore bodies in Australia

Mincor currently has 5 operating nickel mines:

North- Otter Juan (100% owned), McMahon (100%) and Carnilya Hill (70%)

South- Mariners (100%), Miitel (100%)

JORC resource of 4.048m tonnes @ 3.7% for 151KT Ni

Produced 10.7KT nickel-in-concentrate at cash cost of c.US$5.00/lb

Reserves of 50KT Ni with an implied mine life of 4 years; however, it has had an implied 4-year mine life for over 6 years

All Mincor's ore is toll-treated at BHP Billiton's Nickel West concentrator plant in Kambalda

All concentrate is sold to BHP Billiton under long term off-take agreements

Aggressive and well-funded exploration program throughout the Kambalda Nickel District targeted at both near-mine (brownfields) exploration and regional (greenfields) exploration.

Own landholdings in the Kambalda area which have proven high prospectivity for nickel

Success of ongoing exploration demonstrated by success in continually replacing its ore reserves

Exploration for Ultra-Sized Nickel Ore Bodies

Opportunity to drill-test Miitel Contact from Mariners underground workings. Potential to double the size of Miitel

Discovery of potential new ore body at Mariners

Exploration of gold and other base metal opportunities eg Tottenham Copper Project

Long term off-take agreements with BHP Billiton provides long-term marketing certainty and removes much of the risk associated with concentrate production (plant recoveries, unforseen plant down-time etc)

Hedging on both foreign exchange and nickel prices through forward sales over a rolling 2 year period, for up to 30% of forecast production


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MINCOR RESOURCES NLINFORMATION SHEET


10 years of profitable mining

Credible and experienced management team

Strong balance sheet; well positioned to acquire additional producing or pre-development assets in nickel or other metals

Aggressive and successful exploration program

Significant production and exploration upside in world class KambaldaDistrict

Well-funded; low probability of equity dilution

RESOURCE (inclusive of Reserves)

KAMBALDA NICKEL PROJECT






RESOURCE MEASURED INDICATED INFERRED TOTAL

Tonnes Ni (%) Tonnes Ni (%) Tonnes Ni (%) Tonnes Ni (%) Ni Tonnes

Otter Juan* 113,000 4.3 289,000 3.0 83,000 2.4 485,000 3.2 15,500

Mariners 100,000 3.5 542,000 4.2 62,000 3.3 704,000 4.0 28,500

Miitel 51,000 4.0 550,000 3.9 98,000 3.6 699,000 3.8 26,800

Carnilya Hill** 48,000 5.0 99,000 3.5 147,000 4.0 5,900

Redross 31,000 5.1 138,000 2.9 67,000 2.9 236,000 3.2 7,500

Stockwell 557,000 3.1 557,000 3.1 17,100

Durkin 251,000 5.2 127,000 5.0 378,000 5.1 19,400

McMahon/Ken 249,000 2.9 79,000 6.2 328,000 3.7 12,200

Wannaway 123,000 2.6 16,000 6.6 139,000 3.0 4,200

Cameron 96,000 3.3 96,000 3.3 3,200

Gellatly 29,000 3.4 29,000 3.4 1,000

Burnett 250,000 3.7 250,000 3.7 9,400

Grand Total 343,000 4.2 2,923,000 3.6 782,000 4.0 4,048,000 3.7 150,700

* Includes Coronet and McCloy **Resources shown are those attributable to Mincor, i.e 70% of the total Camilya Hill resource

North Division

South Division RESERVES

REASONS TO INVEST

MINCOR RESOURCES NLINFORMATION SHEET


mailto:[email protected]�





RECENT DEVELOPMENTS

COMPANY OVERVIEW

COMPANY DETAILS

Nkwe Platinum Limited (ASX:NKP) is an emerging platinum company with a portfolio of world class platinum assets in the Bushveld Complex in South Africa. TheCompany’s flagship asset is the combined Garatau / Tubatse Project which consists of interests in five contiguous properties. This Project is located on theeastern limb of the Bushveld Complex and lies immediately along strike of existing PGM mining operations, including Impala Platinum’s Marula Mine, and AngloPlatinum’s Modikwa Mine. Nkwe expects full production from the Garatau and Tubatse projects by 2016.

Company: Nkwe Platinum Limited (ASX.NKP)

Share Price ( 17/3/11): A$0.36

Market Capitalisation( 17/3/11): AUD$201 million



52-week low/high: $0.27-$0.72

Cash on Hand @ 15/3/11: $5.3 million

Strategic position on

Eastern Bushveld:

Garatau Project:

TubatseProject:

Three Mine Options:

• Geology very well understood

• 3 adjacent operating PGM mines

• Large scale resource with potential to develop three mines

• Current resource defined 60.5moz 3 PGE + Au (18.1moz measured)

• World Class potential to produce 700,000oz PGMs pa

• BFS target completion – April 2010 (2 alternatives independently prepared by quality consulting groups)

• Initial BFS results indicated mining and plant operating costs between US$435/oz and US$535/oz

• Capex between US$400m to US$1.0bn) depending on mine design – quick cash flow or mega mine

• Current prices 3PGM+Au price US$1,400/oz March 2011 (UG2 reef) and US$1,450/oz (Merensky reef)

• Infrastructure (power, water, etc) readily available

• Mining Right Granted – Fully permitted 2H 2011

• Nkwe platinum JV agreement (option) with Xstrata

• Ready to commence development Q4 2011

• BFS Q1 2012

• Eerste Geluk – surface mineralisation

• Total resource: 40.3Moz PGE + Au

• One smaller mine based on fast track strategy 2-2.5 years to production with 10-15 year mine life at 250koz year access by way of decline with supplemental ore delivered from open cast operation

• One mega mine at Garatau with optimised production of 400koz year each with mine life of minimum 50 years. Access by twin vertical shaft mining both the Merensky and UG2 reefs

• One mega mine at Tubatse with option to initially mine the Merensky reef with later access to UG2 by way of decline potential production 300koz year (longer lead times to production)

• Staged development of single concentrator scoped with escalating mine production profile

NKP – 12 MONTH SHARE PRICE CHART

Constitutional Court decision to set aside prospecting rights for 2 farms in Tubase(Dec 2010)

Nkwe had interest in key farm returned through DMR process March 2011

DRA appointed to provide fast track mine development alternative to BFS (Decline vs Shaft Development)

DMR/Anglo Settlement Feb 2008 – Any continued actions considered vexatious and commercially opportunistic

PROJECT HIGHLIGHTS

Maredi Mphahlele – Managing Director Mining Engineer, previously with Anglo, De Beers, IDCPeter Landau – Executive Director and Company Secretary Corporate Advisor and Lawyer – on the board of various ASX/AIM

companies with specific focus on African resources and oil/gas projects for the last 15 years.

Sharif Pandor – Non-Executive Director Corporate community and development experience spanning more

than 20 years and serves on the Board of several mining companies. Staff Sithole – Executive Director and Company Secretary Over 15 years experience across private and public organisations. Andre van der Merwe – Operations Manager Geologist, previously at RSG Global Regional Manager, JCI.

NKWE PLATINUM LIMITEDINFORMATION SHEET

MARCH 2011

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ROBUST RESOURCES LIMITEDINFORMATION SHEET

MARCH 2011

Robust Resources Ltd (ASX:ROL) is an Australian based, Indonesian-focused precious and base metals exploration company with world class projects located onthe Romang Island, East Indonesia, in Indonesia’s richly endowed magmatic arcs. The Company is focused on exploring the entire surface area of Romang Island,(~25,000 hectares, previously held by Billiton). Romang Island consists of two calderas with encouraging preliminary drilling results and the potential to discovermulti-million ounce polymetallic deposits. Past drilling and geophysics has confirmed large-scale gold-silver-copper-lead-zinc mineralization. Further to theexcellent exploration success rate to date (over 90% of drill holes intersected mineralisation) and the positive geophysical correlation, the Company isaccelerating its exploration program of the two project areas, including a +27,000m drilling program, targeting a maiden JORC-compliant resource.


COMPANY OVERVIEW

Company: Robust Resources Limited (ROL.ASX)

Share Price: A$1.80

Market Capitalisation: A$156 million


Options currently on issue: Nil

Cash on hand: ~A$58 million

Debt: Nil

52-week low/high: A$1.365- A$2.25


David King – Non-Executive Chairman

35 years of exploration, development and mining experience including 20 years as an ASX company director.

Gary Lewis – Managing Director Founding director with 25 years experience in capital markets, ASX,

business and strategy development.

John Levings – Technical Director

Geologist with over 30 years of exploration and mining experience including 20 years in Indonesia.

Andrew Wilson – Non-Executive Director

An independent director with 15 years at BHP Billiton incl. 8 years as President Director BHP Billiton Indonesia.

Shane Sadleir – Non-Executive Director

A geologist with 30+ years experience in exploration, mining and environmental aspects of the mining industry.

George Katchan– General Manager - Indonesia

27 + years in gold and base metals exploration, including 12 years on foreign assignment

Gordon Lewis – Chief Operating Officer

40+ years in mining, founding Mining Manager Rio Tinto Kelian Gold project, developed Indonesia’s first heap leach gold operation, Sulawesi

Warrick Clent – Exploration Manager

A geologist with 16 years experience in exploration and mining of precious / base metals in Australia and Indonesia

Izaack Watori – Head of Government and Community Relations

15 years experience with BHP Billiton Indonesia as head of government and community relations

Romang Island:

LakuwahiCaldera:

Solat Caldera:

Indonesian-focused gold and base metals explorer

77.5% ownership of the 5 tenements covering Romang Island (25,000ha)

Romang Island was formed by the joining of two calderas (collapsed volcanos), highly prospective for:

o gold breccia hosted deposits;

o exhalative volcanogenic massive sulphide base metal-precious metal deposits; and

o porphyry copper-gold deposits.

$10 million exploration budget for CY2011

Very significant potential for the discovery of world class deposits similar to other mines in the area:

o Grasberg (Freeport);

o Batu Hijau (Newmont); and

o Gosowong (Newcrest).

ROL owns and operates its own drilling fleet of seven rigs, increasing to eight

Experienced board and management, comprising excellent technical skills and extensive Indonesian experience

The most advanced project area, displaying a gold-silver plume at or near surface:

o Excellent metallurgical recoveries (>90%)

o Thick intersections of potentially economic base metals (zinc-lead-copper-gold-silver)

Geophysical survey confirms the structural corridor between the two existing projects (Batu Hitam and Batu Mas)

Open in all directions and at depth; potential for mineralisationwell beyond the current drilled areas.

Maiden JORC resource is scheduled to be announced by September 2011.

Polymetallic sulphide metallurgy showing recoveries in low – high 90% with good assay upgrades on all metals

Larger and more deeply eroded than Lakuwahi

Sampling indicates gold-rich porphyry potential

Magnetics and radiometrics support concept of a large-scale mineralising system

Intensive exploration program underway

SHARE PRICE PERFORMANCE ROMANG ISLAND PROJECT LOCATIONS

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ROBUST RESOURCES LIMITEDINFORMATION SHEET

MARCH 2011

CONTACTS

ROMANG ISLAND

ROMANG ISLAND PROJECT LOCATIONS LAKUWAHI IP-RESISTIVITY GRID






MILESTONES FOR 2011DRILLING ON ROMANG ISLAND

SOUTH BOULDER MINES LIMITEDINFORMATION SHEET


South Boulder Mines is an ASX listed junior explorer and developer focused on multiple gold, nickel and fertiliser prospects in East Africa and Australia. Its main projects are the world class Colluli Potash Project, a buried evaporite potash project located in the coastal Danakil Depression region of Eritrea (Africa) and the highly prospective nickel-copper-PGE Duketon Greenstone Belt JV Projects in WA. The Colluli Potash Project is the world’s shallowest potash deposit, situated in a prime infrastructure location in an emerging potash province. The Duketon Greenstone Belt Projects is a farm-out JV with Independence Group (ASX;IGO), allowing Independence Group to earn 70% of nickel upon completion of BFS. South Boulder Mines maintains 100% of the Gold rights and additional tenure in the Duketon Greenstone Belt.. COMPANY DETAILS

COMPANY OVERVIEW

Company: South Boulder Mines Limited (STB.ASX)






BOARD MANAGEMENT AND CONSULTANT

David “Lorry” Hughes – Managing Director

Geologist with over 19 years exploration and operational experience in gold and base metals projects in Australia, Malaysia and Indonesia

Previously held senior management positions at Energy Metals Ltd, CSA Australia and Energy Resources Australia

Terry Grammer – Executive Chairman

Geologist with over 35 years experience and a history of exploration success

Credited with the discovery of the Cosmos Nickel mine in Western Australia

Non-executive director of Hannans Reward Ltd and a founding director of Montezuma Mining Company Ltd

Liam Cornelius – Executive Director

Over 19 years exploration experience in Australia, Africa and South East Asia

Specialise in gold exploration with extensive experience in nickel, copper, platinum and uranium

ERCOSPLAN – Potash Consultant

Over 50 years experience in planning and execution of projects in the potash and mineral salt industry.


Investment Highlights

Farm-out Joint Venture agreement with Independence Group NL, diluting South Boulder’s interest to 30% on BFS

Highly prospective for N-Cu-PGE disseminated and massive sulphide mineralization

Three primary nickel target areas: The Bulge, The Bulge Regional and German well

Proximity to recent Collurabbie discovery by Falcon Minerals Ltd and BHP Billiton Ltd to the north and Windarra nickel mine to the south

South Boulder owns 100% of the gold and base metal rights and additional tenure in the Duketon Greenstone Belt


DUKETON GREENSTONE BELT NICKEL JV PROJECT

DUKETON GREENSTONE BELT NICKEL JV PROJECT

TIMELINE FOR COLLULI POTASH PROJECT Dec 10 1Q2011 2Q2011 3Q2011 4Q2011 2012 2013 2014 2015

Initial resource and PFS

JORC Compliant Resource

Scoping study

Feasibility study

Planned start of development

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SOUTH BOULDER MINES LIMITEDINFORMATION SHEET


REASONS TO INVEST

World’s shallowest potash deposit at Colluli with maiden resource completed, drilling and scoping study underway

Maiden potash resource has high significant in-ground value and is growing

Compelling mineralization data; depth and geometry of the deposit suggest that Colluli could host the lowest capex and opex mine and become the next globally significant potash producer

Long term growth expected due to global resource scarcity of potash as reflected by consistent spot price increases and increasing population and food demand

Large amount of sector interest with active participation from BHP, Vale, Potash Corp, K&S in this space

Tight capital structure with 85.5m shares on issue

Well funded with c.$18.8m in liquid assets and option conversions ($7.2m)

RESOURCE – COLLULI POTASH PROJECT

COLLULI POTASH PROJECT

RESOURCE CATEGORY RESOURCE (MT)GRADE (% KCI)

POTASH (MT)MEASURED 33.4 18.56 6.2INDICATED 173.4 18.57 32.2INFERRED 340.9 18.58 63.3

TOTAL JORC RESOURCE 547.6 18.58 101.73

COLLULI POTASH PROJECT INVESTMENT HIGHLIGHTS

Located c.70km south of the shallow water port of Mersa Fatma and l less than 200km south east of the deep water port of Massawa

- Approximately 4.5km2 of potash mineralization consisting of sylvinite, carnallite and kainitite has been defined from depths as shallow as 28.68m

JORC Resource based on the first 3 holes: 548MT @19% KCI including 119MT @23% located at <100m depth

Current potash resource is located from between 22.20m to 64.80m below surface, confirming Colluli as the worlds’ shallowest buried potash deposit

All potash is contained within potash minerals that can be processed using standard techniques

Exploration target of 750MT -1250MT @18-20% KCI, <100m depth, including 450MT-750MT @20-23% KCI

Currently conducting an engineering scoping study to ascertain optimum potash processing capacity from 1MT to 10MT per annum

Production target of 1MT-2MT per annum by 2016/17

Simple open pit mining operation

First high grade potash open-cut mine

Potential to be the lowest OPEX operation in the world; expected to be 25% of industry US$100-US$250/T

Proximity to Sainik Coal Mining Pvt. And Allana Resources Inc’s JORC compliant Musley deposit (105MT @ 20.8%), the most analogous deposit to the deposit identified at Colluli

Low CAPEX: US$500m-US$750m for 1MTtpa-10Mtpa production rate with mine life exceeding 20 years


Disclaimer: This note is issued in Hong Kong by Helmsec Global Markets Limited and in Australia by Helmsec Global Capital Limited (individually and together “Helmsec”). This note is only intended to provide background information on the Company describedin the note (Company) and does not purport to be complete and/or to contain all the information that an investor may consider when making an investment decision. This note is not an offer, invitation, solicitation or recommendation with respect to thesubscription for, purchase or sale of any securities. This note does not form the basis of any contract or commitment. Helmsec makes any recommendation as to whether you should deal in any securities in the Company or makes recommendation,representation or warranty to you concerning the Company and/or the accuracy, reliability or completeness of the information provided herein and/or the performance of the Company. Helmsec, their respective directors and persons associated with themmay have an interest in securities in the Company and may earn fees from the Company. This note has been distributed in confidence and may not be reproduced or disclosed to any other person.

Company websiteHelmsec Global Markets Limited1101 Queens Place, 74 Queens Road,Central, Hong Kong SAR, China

www.southbouldermines.com.auPeter Hyland, Executive Director, Tel: +852 2524 4004 Mob: +852 9307 1934 Email: [email protected] Offer, Executive Director, Tel: +65 6536 0305 Mob: +65 9367 2841 Email: [email protected]



THUNDELARRA EXPLORATION LIMITEDINFORMATION SHEET

March 2011

DISCLAIMER – See Over

COMPANY OVERVIEW


Thundelarra Exploration Limited (Thundelarra or Company) is an Australian mineral exploration company primarily focused on a suite of uranium projects in theNorthern Territory. The Company’s uranium assets comprise a tenement portfolio covering over 6,000km2 in three key uranium provinces, where it has identifiedtwo JORC deposits to date and a number of other areas of prospective mineralisation. Thundelarra is currently pursuing an active exploration program in theseareas in order to build on its existing JORC resource inventory.

In addition, the Company has interests in a number of base metals projects in Western Australia, including a 40% interest in the Copernicus Nickel Mine, andextensive exploration interests in the East Kimberly and Doolgunna regions.

CORPORATE SNAPSHOT

ASX CODE THX.AX



Options currently on issue 32.7 million

Market capitalisation (as at 17/3/11) A$56 million

Cash (as at 31/12/10) A$ 17.0 million

Phil CrabbNon Exec. Chairman

Over 40 years experience in mineral exploration and mining through publicly listed and private exploration companies

Fellow of AUSIMM and member AICD

Brett LambertManaging Director

Qualified Mining Engineer with 30 years resources sector experience

Ex-WMC and Herald Resources, and held executive management positions with Western Metals and Padaeng Industry PCL

Most recently CEO Nustar Mining Corporation

Frank DeMarteExec. Director & CFO

Over 26 years mining and exploration experience

Qualified accountant and Fellow Chartered Secretaries Australia

Brian RichardsonExec. Director & Exploration Manager

Qualified geologist with 30 years experience in Australian mining and exploration

Mal RandallNon Exec. Director

Extensive experience in corporate, management and marketing in the resources sector

Spent 21 years with Rio Tinto group

BOARD OF DIRECTORS

Advanced uranium exploration assets in NT

Pine Creek Project Area presents 3,500km2 in one of the world’s premier uranium provinces

Two uranium JORC resources, Thunderball and Allamber

An extensive uranium bearing paleochannel system has been identified in the Ngalia Basin

Premier Landholdings Over 6,000km2 of highly prospective exploration area for uranium in the NT

Substantial portfolio of base metals exploration ground in WA

Active exploration program Active exploration program focused on extensive drilling of advanced uranium copper/gold targets

Strong management track record

Management have excellent record in project generation, exploration and development


LOCATION OF PROJECTS

JORC RESOURCES (as at 28 February 2011)

Thunderball (THX 70%)

Tonnes Grade

(ppm U3O8)Cont. Metal

(lbs U3O8)Tonnes

Grade (ppm U3O8)

Cont. Metal (lbs U3O8)

JORC Inferred ResourceLower Zone 848,000 907 1,696,000 795,000 945 1,656,000 Upper Zone 207,000 343 157,000 34,000 434 33,000 Total Inferred Resource 1,055,000 796 1,853,000 829,000 924 1,689,000 Allamber (THX 70%)

Tonnes Grade

(ppm U3O8)Cont. Metal

(lbs U3O8)JORC Inferred ResourceSdam 585,000 286 368,931 Twin 824,000 316 574,165 Total Inferred Resource 1,409,000 304 943,096 Copernicus Nickel Mine (THX 40%)Class Tonnes Ni % Cu% Co% Ni Tonnes Cu Tonnes Co TonnesJORC ResourcesMeasured 373,000 1.13 0.66 0.05 4,220 2,460 190 Indicated 454,000 1.35 0.95 0.05 6,130 4,310 220 Inferred 25,000 0.98 0.69 0.03 250 240 10 Total Probable Reserve 852,000 1.10 0.67 0.05 10,600 7,010 420 Probable ReserveOpen Pit 417,000 1.00 0.65 0.05 4,070 2,680 210 Underground 347,000 1.20 0.70 0.04 4,150 2,420 140 Total Probable Reserve 764,000 1.10 0.67 0.05 8,220 5,100 350

Zone

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THUNDELARRA EXPLORATION LIMITEDINFORMATION SHEET

March 2011

PRINCIPAL URANIUM PROJECTS – NORTHERN TERRITORY

Pine Creek Project Area (THX 70-100%)

3,500km2 in one of the world’s premier uranium provinces

Well serviced by road, rail, gas and port infrastructure

Thunderball (THX 70%) - Hayes Creek Project

Exceptionally high grade drill intersections – up to 20.3% U308

JORC Inferred resource of 829kt at 924ppm U308 for 1.7Mlb

Uncut resource of 775kt at 3,196 ppm U308 for 5.5Mlb

Potential for expansion of resource at depth and along strike

Allamber Project (THX 70%)

Existing JORC Inferred resource of 1,409kt at 304ppm U308

Significant drill intercepts outside existing resource confirm potential for substantial resource expansion

2010 drilling also identified significant copper mineralisation

Ngalia Basin (THX 70-100%)

3,300km2 prospective ground, 300kms NW of Alice Springs, adjacent to 29.4Mlb Bigrlyi deposit

Extensive paleochannel system discovered, potential for large scale uranium deposits – drilling to date up to 1,798 ppm U308

Major drilling program in 2011 to test extent of mineralisation

PINE CREEK URANIUM PROJECT AREA

HAYES CREEK PROJECT – ADVANCED URANIUM TARGETSNGALIA BASIN – TENEMENTS, GEOLOGY AND PALEOCHANNEL SYSTEM

PRINCIPAL BASE METALS PROJECTS – WESTERN AUSTRALIA DOOLGUNNA COPPER-GOLD PROJECTS – WESTERN AUSTRALIA

Doolgunna Regional Tenements

THX controls 1,500km2 near Wiluna in central WA

Comprises 6 project areas

Located near the DeGrussa copper-gold deposit held by Sandfire Resources NL (10.7Mt at 5.76% Cu and 1.9g/t Au)

Red Bore Project (THX 60%)

2km2 granted mining lease

500m east of DeGrussa deposit

Drilling has identified extensive Au-Cu-Ag mineralisation – up to 17m at 11.7% Cu and 1.73 g/t Au

Curara Well (THX 100%)

83km2, along strike from DeGrussa

10km strike length of the Jenkins Fault and prospective corridor

Coincident EM and geochem copper anomalies indicate potential for DeGrussa style mineralisation






TORO ENERGY LIMITEDINFORMATION SHEET

MARCH 2011

Wiluna: (TOE 100%)

Wiluna - Goals for CY2011:

Greenfields Exploration:

Located adjacent to Wiluna township, approx. 550km northeast of Kalgoorlie, WA

50km northeast of BHP Billiton’s Yeelirrie (100mlb U3O8) and 100km northwest of Mega Uranium’s Lake Maitland (20Mlb U3O8)

Three deposits on Wiluna tenure (@ 200ppm cut-off):1. Lake Way: 10.5Mt @ 543ppm for 5.7kt/12.6Mlbs

U3O8 (JORC inf.)2. Centipede: 9.7Mt @ 554 ppm for 5.3kt/11.8Mlbs

U3O8 (JORC inf, ind. & Meas.)3. Dawson Hinkler: 9.5Mt @ 293 ppm for

2.8kt/9.5Mlbs U3O8 (JORC inf.) Total Wiluna resource base of 29.71Mt @ 467ppm

for 13.9kt/30.6Mlbs U3O8

DFS underway, due for completion by 4Q2011

Calcrete-style deposit (similar to Paladin’s Langer Heinrich in Namibia), with expected mine life of 10-15 years

Anticipated strip-mining operation, with low strip ratio– (all mineralisation within 2 to 7 metres of surface)

Proven mining region, with strong regional infrastructure:o 3 nearby existing and operating mines (2 gold, 1

lead)o Wiluna townshipo Jet-rated bitumen airstripo Sealed roads to Kalgoorlieo Existing gas pipeline and water bores

Further expansion of Wiluna resource, by:o Converting Lake Way deposit to JORC-indicated

statuso Optimise JORC resources acquired during FY2010-11 Completion of DFS Completion and submission of Environmental

Review and Management Plan (ERMP) Completion of pilot plant process testwork Completion of Mining Agreement with local

indigenous community

Over 21,000km2 of exploration tenure across Sth Australia, Northern Territory, Western Australia and Namibia

Newly-discovered ‘Theseus’ project at Lake Mackay, a potentially In-situ Recovery deposit

JV with Cameco on the Birrindudu project

COMPANY HIGHLIGHTS

COMPANY OVERVIEW

COMPANY DETAILS

Toro Energy Limited (ASX:TOE) is an Adelaide-based uranium company, focused on developing its flagship Wiluna uranium project in Western Australia, approximately 750km northeastof Perth. The Wiluna project is a near-surface, calcrete-style uranium deposit, totalling 31Mlbs and an average grade of 467ppm, targeting uranium production by 2H2013. The resourcesize has grown from 24mlbs from strategic regional acquisitions, including a key tenement from Norilsk Nickel that has an exploration target range of 4-5mlbs, taking the Wilunaresource to at least 35mlbs. The Company is progressing Wiluna to a Definitive Feasibility Study (DFS), based on a current mine life of 10 years, to be completed by 4Q2011. Along withthe DFS, trial mining was completed via a test pit on the resource in order to perfect the processing flow sheet and maximise uranium recoveries. Apart from developing Wiluna, Toro isactively exploring several ‘grassroots’ uranium prospects in Australia (Western Australia, South Australia and Northern Territory) and Namibia, including its newly-discovered Theseusproject at Lake Mackay.

Company: Toro Energy Limited

ASX Code: TOE.ASX

Share Price: A$0.10



Options currently on issue: 21.69 million

Cash: A$36 million

Debt: Nil

52-week low/high: A$0.07 - A$0.18

Major Shareholder: Oz Minerals Limited (ASX:OZL) 42.5%

Erica Smyth, Non-Executive Chairman• Over 30 years experience in the mineral and petroleum industries• Former Principal Geologist for BHP Minerals• Former General Manager – Corporate Affairs for Woodside Petroleum Ltd• Current Director of the Australian Nuclear Science and Technology

Organisation (ANSTO)Greg Hall, Managing Director• Mining Engineer with 30 years experience in the resources industry, including

21 years in the uranium sector in engineering, marketing and operations• Former marketing manager (Nth America) for ERA Ltd• Former Manager – Mining of ERA’s Ranger and Jabiluka operations• Senior operational management roles at WMC Resources Ltd, principally as

Underground Mine Manager at Olympic DamSimon Mitchell, General Manager – Business Development• Geologist and financial analyst with over 20 years experience in the resources

industry• Former geologist for Normandy Mining, principally on defining the Callie gold

mine resource• Former finance analyst (Metals and Mining) at Commonwealth Bank of

AustraliaRichard Dossor, General Manager – Wiluna Project• Engineer with extensive experience in degisn and development of mining

projects• Former Chief Engineer of the Lift 2 development project for Northparkes

Mines and Eucla Mine Development Pre-feasibility Study for Iluka ResourcesMark McGeough, General Manager - Exploration• Geologist with over 25 years experience in minerals exploration• 14 years with MIM Exploration conducting grassroots exploration, feasibility

studies and Aboriginal liaison/



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TORO ENERGY LIMITEDINFORMATION SHEET

MARCH 2011

WILUNA TENEMENT AREA

100%-owned, development-ready project

‘Easy-to-mine’ ore bodies

Attractive project economics

First in Western Australia to submit its Environmental Review and Management Plan (ERMP)

Further exploration upside

Infrastructure in place

Politically favourable jurisdiction

Uranium-focused project pipeline

Experienced Board & Management team

WILUNA PROJECT ATTRIBUTES

CONTACTS

TRIAL MINING AT WILUNA – FEBRUARY 2011






VENTURE MINERALS LIMITEDTIN , TUNGSTEN AND IRON ORE EXPLORER AND DEVELOPER


COMPANY OVERVIEW

COMPANY DETAILS

Venture Minerals Limited (VMS.ASX) is a Perth-based tin, tungsten and iron ore exploration company. The current focus for Venture Minerals is to realise the fulleconomic potential of the company’s flagship “three-deposit-in-one” Mt Lindsay tin-tungsten-iron ore project in northwest Tasmania, where Venture has alreadyidentified a substantial resource base, in addition to the recent resource updates in November 2010 confirmed its 120kT of contained tin/tungsten metal and thenewly granted large and prospective block of tenure immediately adjacent to this project. Venture Minerals will also continue the exploration on its WestAustralian gold and uranium assets.


ASX Code VMS AU

Share Price (17/03/2011) A$0.44

Ordinary Shares currently on issue 221 million


Market Capitalisation (as at 17/03/2011) A$97 million


SHARE PRICE CHART


“Three-deposit-in-one” project with high exploration upside

With tin, tungsten and iron ore co-exist in the same mine, in addition to the recent tenement granted and resource upgrade

Recently granted a 65km2 and very prospective block of tenure immediately adjacent to the Mt. Lindsay deposit

Mt. Lindsay JORC resource Recently upgraded its JORC resources to 120kT (I&I) of contained tin and tungsten metals @0.2% tin equiv cutoff, representing a 28% increase of tin metal from previous resource

Successful PFS Completed pre-feasibility study and immediate commencing BFS

8 years mine life

High margin at $80/T and IRR of up to 55%

Maitland Channel JORC resource

Covers a similar stratigraphic and structural setting to Nustar Mining Corp’s mine, with a JORC I&I resources of 1.4Mt @11.7g/t Au for approx. 540koz Au and probable reserve of 1.2Mt @10.7g/t Au for approx. 412koz Au

Paulsens’ production Just commenced producing and is targeting 80koz/pa Au


Qualified team with extensive mix of geological, mining and financial backgrounds

Mel AshtonChairman

• National Director of the Institute of Chartered Accountants, Director of The Hawaiian Group of Companies and a Director of Cullen Wines (Australia) Pty Ltd

• He is currently the Chairman for Empire Ltd and Gryphon Minerals Limited

Hamish HallidayManaging Director

• 16 years of technical and corporate experience within the mining industry

• Co-founded Venture Minerals and was instrumental in the acquisition of its tenement portfolio including the Mt Lindsay Tungsten Project

• Mr Halliday also founded Adamus Resources Limited and also co-founded Gryphon Minerals a very successful junior explorer defining a significant gold resource in West Africa

Andrew RadonjicTechnical Director

• A geologist with over 20 years of experience in mining and exploration and with a specific focus on gold and nickel in the Eastern Goldfields of Western Australia

• Mr Radonjic has fulfilled a variety of senior roles which gave rise to three gold discoveries, totaling in excess of 3 million ounces in resources

LOCATION OF PROJECTS

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MT LINDSAY PROJECT

HIGH PRIORITY DRILL TARGETS






VENTURE MINERALS LIMITEDTIN , TUNGSTEN AND IRON ORE EXPLORER AND DEVELOPER


Open pit and shallow plunging

Located 15km northwest and along strike of the world class Renison Bell tin deposit and 25km south of Australia’s longest operating magnetite mine - Savage River

Recently upgraded its JORC resources to 120kT (I&I) of contained tin and tungsten metals @0.2% tin equiv cutoff, representing a 28% increase of tin metal from previous resource

Recently granted a 65km2 and very prospective block of tenure immediately adjacent to the Mt. Lindsay deposit

Very amenable to open pit mining, shallow plunging and average 15-20m in width

PFS suggested a high margin 8 year mine life, with an annual average net cash of up to $90m and an IRR of 55%

Aggressively explore with dedicated drill right and continue to test multiple targets

Exceptional infrastructure comprises of access to sealed roads, water, rail and hydro power

ZARAIYA HOLDINGS LIMITEDPRIVATE MONGOLIAN URANIUM EXPLORER


COMPANY OVERVIEW

COMPANY DETAILS

Zaraiya Holdings Limited is a private uranium exploration company established in late 2007 with headquarters in Ulaanbaatar, Mongolia. Thecompany has extensive strategic Mongolian land holding and strong political connections and it is planning to IPO in ASX in H2 2011. Zaraiya isalso the only private company to achieve license registration with the Nuclear Energy Authority of Mongolia and its tenement package isadjacent to the major Areva uranium Dzuunbayan Basin discovery. Zaraiya has completed an 8 hole diamond drilling program in December2010 and it is finalizing its NI43-101 result.


ASX Code N/A

Share Price (19/03/2011) N/A

Ordinary Shares currently on issue ~130 million

Unlisted Options currently on issue N/A

Market Capitalisation N/A

Cash (31/12/2010) US$0.5 million

PROJECT LOCATION


Mo MunshiChairman

• A geologist by training and with an MBA, Mo has over 20 years of experience in the mining industry

• Previously worked for Ashanti Goldfields, JCI Limited, Normandy Mining and Ivanhoe Mines

• Mo also has extensive experience in Asia, Australia, Africa and South America and he is strong in project financing and resource valuation

Dr. Neil RutherfordHead of Geology

• Dr. Rutherford has over 30 years of experience in mineral exploration and project management

• He is a specialist in uranium exploration

• A recognized industry consultant in multiple commodities

Strategically located next door to China and Russia

Mongolia is strategically located next to China and Russia, of which China has 27 new reactors under construction and 100+ more planned/proposed

Leveraging on rising nuclear power demand in next couple of decades as well a significant shortage of uranium supply

Both countries’ uranium requirement is estimated to rise by > 62Mlb over next decade

Strong “nearology” Strong “nearology” with tenements package adjacent to major Areva uranium DzuunbayanBasin discovery in Dornogovi province

Numerous exploration licenses

13 100% owned exploration licenses out of a total of 120 licenses to be registered with the Nuclear Energy Authority (NEA)

The only private company to achieve license registration with NEA

Dornod tenements: 12847X, 12812X and 12813X

Dornogovi tenements: 7921X, 9525X, 7856X, 8529X, 8528X, 8530X, 9162X, 12309, 14591X, 13383, 9158X, 13161 and 13382

Extensive drilling and sampling completed

Reconnaissance drilling completed at 7856X and 7921X licenses in 2008; 31 hole program at wide spaces (>2km) to define basin characteristics and determine presence and distribution of uranium mineralization

Completed an eight hole diamond drilling program at 400 meter spacing in December 2010, core samples sent to Canada for assay and results pending

Downhole gamma logging completed in rods during this program, recorded several very high CPS readings

Environmentally Friendly Environmentally friendly, low cost in-situ leaching processing of mineralization through proven technology


Experienced management team with strong political and industry ties

PROJECT DEVELOPMENT

2011 Drilling Program

• Systematic infill drilling on 400m by 400m grid at 7856X to define pockets of high grade uranium and outline first resource

• Reconnaissance drilling to follow up large uranium radiometric anomaly in west 7856X and other regional targets

• Continue assessment at 7921X to define a resource

• Specific target drill testing in the Dornod region

ASX IPO in H2 2011

• Use of proceeds: Support ongoing exploration and delineation of resources and convert exploration licenses to mining licenses

• Secure adjacent landholdings and aggressively explore 3 new targets






ZARAIYA AND ITS NEIGHBORS IN DORNOGOVI PROVINCE

ZARAIYA HOLDINGS LIMITEDPRIVATE MONGOLIAN URANIUM EXPLORER


Surface redox Uranium mineralization

In a 3 year program Zaraiya has undertaken :

Data compilation, staff training, landsat image interpretation, regional reconnaissance and detailed geological mapping, Hand held, car-borne and airborne radiometric surveys, with more detailed follow up, Regional water and rock chip sampling, Reconnaissance drilling on regional scale grids to define basin characteristics and to determine presence and distribution of uranium

mineralisation using down hole gamma logging to assist in definition of uranium intervals in drill holes, Field Niton XRF and laboratory analysis of core for uranium.

URANIUM RADIOMETRIC ANOMALISM

Untested target

Main

target

Carnotite in input gravel channels

NaarstLicence

Dzuunbayn Licence

10 km

2010 Infill Drilling Program Zuunbayan Basin

400 metre grid

DZ016 (peak 51,000 cps)

Oxi

dise

d fa

cies

Redu

ced

faci

es

100m

300m

205 ppm U

355 ppm U

179 ppm U

266 ppm U



PETER HYLAND – EXECUTIVE DIRECTOR (HONG KONG)

Peter is an Asia Pacific mining investment specialist with 19 years on the ground in Asia sourcingopportunities and providing advice on resource company projects. Peter headed the Asian Equity Sales/ECMefforts for HSBC Securities Australia covering multinational investments across Asia through Tokyo,Singapore and Hong Kong. Prior to this, Peter was the Head of Asian Equity Sales in Australia at DeutscheBank (Tokyo), Bankers Trust (Singapore) and Jardine Fleming/Ord Minnet (Singapore). Since foundingHelmsec in Hong Kong Peter has been at the forefront of Helmsec’s leading role in bringing Australian miningexpertise to the Asian investment community and major resources consumers.

TONY LETHLEAN – EXECUTIVE DIRECTOR (SYDNEY/MELBOURNE)

Tony is a geologist with over 10 years mining experience specialising in underground operations. Mineexperience includes Kalgoorlie’s Golden Mile (WMC & KCGM), Bellevue (Plutonic – now Barrick Homestake).The last 10 years in banking and broking including the global mining group at CIBC World Markets. Particularexpertise in asset divestment and acquisition. Tony is a Director of Alkane Exploration Ltd and AllianceResources Ltd.

RICHARD OFFER – EXECUTIVE DIRECTOR (SINGAPORE/HONG KONG)

Richard has over 25 years experience in global financial markets, both in portfolio management andinvestment banking. Richard has spent 5 years in Hong Kong, 12 years in London and over 9 years inSingapore. His most recent position was Director of Global Markets at HSBC where he headed theirSingapore equity operations coupled with a strong working relationship with HSBC’s Asian Equity CapitalMarkets & Corporate Finance team. Prior to moving to Singapore, Richard was Regional Head of Equity Salesfor both HSBC and Dresdner Kleinwort Benson and sat on the Executive Committee for both groups providingthe strategic direction. Richard spent 12 years in Portfolio management at BZW Investment Managementcovering the entire Asian Pacific basin and managed >US$1bn. He is a “Chartered Fellow of the CharteredSecurities Institute” in the UK, and is licensed under the Hong Kong Securities Institute.

GAVIN SOLOMON – MANAGING DIRECTOR (SYDNEY)

Gavin is Managing Director of Helmsec Global Capital. Gavin has over 30 years experience in the Australianequity and capital markets. Gavin is a Sydney based lawyer by background and has been a Director of anumber of ASX listed companies as well as many unlisted public and private companies. Gavin has also heldexecutive and non-executive positions with a range of companies in commercial fields such as mineralexploration, media, property and telecommunications both within Australia and overseas. Gavin holds abachelor of Commerce/Law from the University of New South Wales, is a Notary Public and is a member ofthe Australian Institute of Company Directors. Gavin brings with him a wealth of expertise to Helmsec GlobalCapital with his wide ranging business experience and knowledge.

HELMSEC STAFF AT THE

MINING FORUM

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HELMSEC STAFF AT THE MINING FORUM (CONT’D)

SIMON KIDSTON – EXECUTIVE DIRECTOR

Simon is a founding director of Helmsec Global Capital and has 20 years investment banking experiencein Australia, UK and Asia. Simon has an equity capital markets and M&A background andhas considerable experience assisting “small and mid cap” companies raise capital. Prior to joiningHelmsec Global Capital, Simon spent many years with Macquarie Bank and HSBC working in equity andstructured finance, M&A for a range of Australian and offshore clients. Simon holds a Bachelor ofCommerce degree from Griffith University and has a Graduate Diploma in Applied Finance andInvestment from the Securities Institute of Australia.

NICK DACRES-MANNINGS – EXECUTIVE DIRECTOR

Nick has over 20 years experience in corporate finance and investment banking activities. Hisexperience includes advising governments, co-operatives and mining and industrial companies ontakeovers, divestments, corporate strategy, re-financing, equity and debt raisings, privatisationand shareholder issues. Prior to joining Helmsec, Nick held senior positions at Gresham Partners,ABN AMRO and HSBC. Nick holds Bachelors of Economics and Law and a Master of BusinessAdministration from the University of Sydney.

BASIL BURMEISTER – SENIOR RESEARCH ANALYST (HELMSEC GLOBAL SECURITIES)

Basil is professional mining and financial services analyst with extensive local and internationalexperience and highly specialised knowledge of the mining industry. Basil’s key responsibilities atHelmsec include institutional research coverage of small to mid-cap Australian resourcecompanies. Prior to joining Helmsec, Basil obtained considerable mining and mining researchexperience from senior roles at Newmont, EL & C Baillieu, HSBC, ANZ Securities and Lonsec.

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WHO WE ARETHE PAN-ASIAN MINING INVESTMENT HOUSE

52

PROJECT ADVISORY

Project development & finance Debt capital markets Financial modelling Public Private Partnerships

EQUITY CAPITAL MARKETS

Initial Public Offerings Capital raisings Listed & unlisted equity Hybrid equity Share purchase plans

THE HELMSEC BUSINESS MODEL

SALES & TRADING

Institutional sales and trading Long standing relationships with

leading institutions globally Secondary market sales

STRATEGIC INVESTMENT

Pan-Asian network with an established distribution platform for capital raisings End-user relations worldwide in all

commodity sectors

CORPORATE ADVISORY

Marketing & roadshows M&A Asset acquisitions & Divestitures Takeover defence• Privatisations

RESEARCH

Independent institutional grade research Specialist aligned and external

research teams

Mining and resources-focused institutional sales and trading, equity capital markets and corporate advisory firm

Corporate headquarters in Sydney with offices in Melbourne, Singapore and Hong Kong

Institutional broking from Sydney for Australian and international clients

Institutional research team based in Sydney and Melbourne

Exemplary track record of raising capital for emerging miners

Helmsec raised ~US$440 million in CY2010

Average return on investment for Helmsec’stransactions in 2010 was ~96%

Funds sourced from resource-focused investors based in Australia, Asia, North America and Europe

WHO WE ARE...

WHY HELMSEC?

Partnership Philosophy

Technical & advisory expertise

Strategically located

Principally on emerging to mid-capitalisation mining and resources companies

With quality management, growth opportunities and sound underlying assets

Originating quality relations between corporations, “buy-side” clients and creating long-term alliances

Generate after-market support through institutional and corporate-focused corporate share registers

Time and care taken to learn and understand a company’s project portfolio and growth opportunities

Strong in-house exploration, development and mining expertise

Well-established team of geologists ensures thorough and efficient project reviews

“Asia is our backyard” – Asian-based personnel operating in Asia for last 15 years

Access to end-user markets in China, Japan, Korea, Hong Kong, Singapore and India

Our focus


WHO WE ARE

HELMSEC’S GLOBAL NETWORK

53

Galaxy Resources Limited

A$24.8 million

Lead Manager

Helmsec Global Capital

Helmsec Offices

Distribution network

Helmsec client projectsMelbourne

Sydney

Hong Kong

Singapore

Kentor Gold Limited

A$77.8 million

Joint Lead Manager


Placements & Rights IssuesPlacements, Convertible

Notes, IPO

Carabella Resources Limited

A$44.6million

Lead Manager


Adamus Resources Limited


A$61.8 million

Lead Manager

Placements and Rights Issues

A SELECTION OF HELMSEC’S CY2010-2011 ECM TRANSACTIONS…

Robust Resources Limited

Joint Lead Manager


Placement

Nkwe Platinum Limited

A$10.6 million

Joint Lead Manager


Placement

Bathurst Resources Limited

A$149.6 million


Lead Manager

Placements, Rights Issue & Block Trades

Endocoal Limited

A$34 million

Lead Manager


IPO & Block Trades

A$30 million

Placements & IPO

Block Trades


DIRECTORY

SYDNEY - HELMSEC GLOBAL CAPITAL LIMITED & HELMSEC GLOBAL SECURITIES PTY

LIMITED

LEVEL 17, 15 CASTLEREAGH STREET, SYDNEY NSW 2000 AUSTRALIA

PO BOX R514 ROYAL EXCHANGE NSW 1225

TEL: +61 2 9993 4444 FAX: +61 2 9993 4433

EMAIL: [email protected]

HONG KONG - HELMSEC GLOBAL MARKETS LIMITED

1101 QUEENS PLACE, 74 QUEEN’S ROAD CENTRAL, HONG KONG SAR

TEL: +852 2524 4004FAX: +852 2524 4101


SINGAPORE - HELMSEC GLOBAL MARKETS PTE LIMITED

45B CIRCULAR ROAD

SINGAPORE , 049400

TEL: +65 6536 0305FAX: +65 6536 7148


PETER HYLAND [email protected] +852 2524 4004 +852 9307 1934

TONY LETHLEAN [email protected] +61 2 9993 4444 +61 419 600 465

RICHARD OFFER [email protected] +65 6536 0305 +65 9367 2841

GAVIN SOLOMON [email protected] +61 2 9993 4498 +61 412 978 777

SIMON KIDSTON [email protected] +61 2 9993 4443 +61 414 785 009

NICK DACRES-MANNINGS [email protected] +61 2 9993 4447 +61 402 410 266

BASIL BURMEISTER [email protected] +61 2 9993 4444 +61 430 537 072

54


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